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Managing Member / Chief Compliance Officer · Greybox Investments

Donie M. Carlson

CRD 2375714 · Named on Form ADV at one SEC-registered adviser

At a glance

Greybox Investments, an SEC-registered wealth manager based in Birmingham, AL with $177 million in regulatory assets, lists Donie M. Carlson on its Form ADV as Managing Member / Chief Compliance Officer, a control person.

Firms and roles

  • Greybox InvestmentsManaging Member / Chief Compliance OfficerWealth manager · Birmingham, AL · $177M in regulatory assets

AtlasMembers

Donie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.