Strong Relationships.
Strategic Capital.
Meaningful Results.

Gray Oak Capital is an integrated broker dealer and investment bank built for today’s dealmakers. We enable deal advisors, placement agents, business leaders and investors to effectively raise capital, conduct secondaries, advance transactions and invest in funds and companies. As a regulated entity, a member of FINRA and SIPC founded in 2018 by industry veterans, we have extensive global reach, with relationships across capital markets the world over. Our diverse services portfolio run by an experienced team allows us to help clients define winning strategies and generate meaningful value.

Our sister organization, Gray Oak Capital Management (GOCM), is a Registered Investment Advisory (RIA) creating closely monitored trading strategies.

Why Gray Oak Capital?

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Delivers tailored investment banking and capital markets insights

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Provides access to flexible,
client-focused banking relationships

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Empowers investors with
our global reach and sector expertise

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Identifies unique investment opportunities and strategic solutions

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Our Values

  • We champion honesty, independence, and transparency—earning trust as the foundation of every relationship.

  • We believe that thoughtful guidance, anchored in understanding and foresight, enables our clients to realize true progress.

  • We are driven by curiosity and a commitment to challenge convention, unlocking new possibilities for those we serve.


  • We are stewards of a better tomorrow, dedicated to generating value that benefits our clients, our communities, and the planet.


  • We approach every challenge with personal ownership, accountability, and a passion for exceeding expectations.


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Gray Oak Capital Management is a Registered Investment Advisory (RIA) and affiliate company to Gray Oak Capital LLC. The firm is committed to fiduciary standards and provides personalized portfolio management tailored to client goals. Using proprietary, risk-controlled trading strategies and robust market research, Gray Oak Capital Management helps clients manage investments with confidence.

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