David Gray is a CFP-designated registered investment advisor at Capital Management LLC, based in Greensboro, NC, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 231 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Location
628 Green Valley Road, Suite 204, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David serves on the Board of Directors for BIAS Global Portfolios, an investment fund management company, since January 2025. He dedicates minimal time to this role.
Employment History
Current Registrations
Capital Management LLC
State Registrations1 state
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