Get Started

Open an Account

Greyfield Capital manages client accounts through two leading custodians: Interactive Brokers LLC and Charles Schwab & Co., Inc.

How It Works

Your assets are held in your name at one of our custodial partners. Greyfield Capital is authorized to manage your account on a discretionary basis. We'll help you choose the right custodian based on your needs.

1

Schedule a Consultation

Book a video call or contact us at Invest@GreyfieldCapital.com to discuss your investment objectives, risk tolerance, and financial situation.

2

Review Disclosures

Receive and review our Form ADV Parts 2A and 2B brochures, which describe our services, fees, and business practices in detail.

3

Sign the Advisory Agreement

E-sign the Greyfield Capital Management LLC Advisory Agreement to authorize discretionary management of your account.

4

Receive Your Account Invitation

Greyfield will send you an invitation to open a brokerage account at Interactive Brokers LLC or Charles Schwab & Co., Inc. We'll recommend the custodian that best fits your needs. For clients with over $500,000 to invest, we may recommend both custodians to maximize SIPC insurance coverage.

5

Open and Fund Your Account

Follow the invitation to open your account — whether it’s an individual, trust, IRA, Roth IRA, SEP IRA, individual 401(k), foundation, or corporate account. Fund it via bank transfer, wire, or other supported methods.

Our Custodial Partners

Every client account is a separately managed account held in your name at a qualified custodian. You own your securities directly, retain full visibility into your holdings, and can view your account at any time through your custodian's platform.

SIPC protects up to $500,000 per customer at each brokerage firm. By maintaining accounts at two custodians, clients can effectively double their coverage. We recommend this approach for clients with investable assets exceeding $500,000.

Interactive Brokers LLC

One of the largest and most well-capitalized brokerage firms in the United States. Interactive Brokers provides access to 150+ markets in 34 countries, enabling true global diversification across equities, fixed income, and currencies.

Interactive Brokers custodies over $780 billion in client assets. Assets are protected by SIPC insurance.

Charles Schwab & Co., Inc.

One of America's largest and most well-known brokerage firms. Schwab offers a broad range of account types and a well-established custodial platform for investment advisers.

Schwab custodies over $11 trillion in client assets. Assets are protected by SIPC insurance.

Ready to Get Started?

Schedule an introductory video call to discuss your investment objectives and how we can help.

Book a Video Call

Or reach us at Invest@GreyfieldCapital.com · +1 310-938-5490