Donie Martin Carlson
Investment adviser representative at Greybox Investments
33 yearsExperience
2 statesRegistered in
$176.7MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
33 years in the industry.
- Greybox InvestmentsMay 2015 to now
- Dmc Group, LLCAug 2014 to now
- Rockhouse, LLCJan 2008 to now
- Albemarle CorporationJan 1993 to now
- Martin FarmJan 1993 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (AL, FL).
Greybox Investments
Legal name: Dmc Group, LLC
$176.7MAssets managed
108Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2375714
- Firm CRD
- 174077