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Gray Ghost Management & Operations LLC (Atlanta)


Gray Ghost Management & Operations LLC is a mid-sized advisory firm based in Atlanta. It manages $64.42 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Georgia.

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Gray Ghost Management & Operations provides financial planning services and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gray Ghost Management & Operations: assets under management

The assets under management (AUM) of Gray Ghost Management & Operations LLC is $64.42 million. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $64.42 million in discretionary accounts and $100 in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gray Ghost Management & Operations LLC for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Gray Ghost Management & Operations LLC performs its advisory services is located at 2200 Century Parkway, Atlanta, GA 30345, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-365-4700 or by fax 678-365-4752. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at grayghostventures.com.


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