UBS Financial Services
47yrs
Top 1% by experience in Atlanta
1yr
Gray Long has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Atlanta, Georgia. Gray joined Donaldson Capital Management in 2025, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office6600 Peachtree Dunwoody Rd Suite 108, Atlanta, GA 30328
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.68 million
Advisors at the firm46
States licensed ?1 state
Services through Donaldson Capital Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2025 – nowDonaldson Capital Management LLCCurrent firm
Contact Gray
(812) 421-3211Firm headquarters in Evansville, IN. Ask for Gray. 6600 Peachtree Dunwoody Rd Suite 108Atlanta, GA 30328Office · Get directions Facebook pageDonaldson Capital Management
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Questions to ask Gray
Tailored to Gray’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gray
How do I contact Gray?
Call Donaldson Capital Management at (812) 421-3211 and ask for Gray Long. Gray works from the Atlanta, GA office.
How long has Gray been a financial advisor?
Gray has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Gray hold?
Series 65. Tap any license on this page to see what it allows.
Is Gray a fiduciary?
Gray is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gray paid?
Donaldson Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Gray for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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