Gray Oak Capital, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
290056
Registered since
April 16, 2019

Firm profile

FINTRX

Overview

Gray Oak Capital, LLC is a privately held limited liability company that registered with the SEC in 2019 and is described as owner-operated. The firm's public snapshot identifies it as “unclassified” and indicates it does not act as a capital allocator or pension consultant, is not affiliated as a related adviser, and is not an active ESG investor. The firm is not listed as a multi-state adviser in the snapshot data. The FINTRX record contains minimal detail about business activities, advisory services, fee structure, or client segments. There is no firm-level description of investment strategy, sector focus, or target client type in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Mark Halvorsen

    Mark Halvorsen

    CEOCRD 4750852

  • Frank Ingraham

    Frank Ingraham

    Chief Compliance OfficerCRD 2918519

Contacts

3 of 8
  • Nicholas Deans

    Nicholas Deans

    Registered RepresentativeCRD 4585391

  • Michael Wilkins

    Partner, FounderCRD 1692310

  • Irenee May

    Irenee May

    Member, Board Of DirectorsCRD 2627779

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
55 Old Field Point Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth