GRAYBILL WEALTH MANAGEMENT, LTD.

RIASEC RegisteredEst. 1969
Total AUM
$526M
Discretionary
$505M
96% of AUM
Avg account
$809K
Accounts
650
Employees
5
Advisory reps
4

Firm details

Headquarters
ELMHURST, Illinois
CRD number
112046
Registered since
August 29, 1969
Website
graybillwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI82.99%
  • Individuals13.98%
  • Pension & Profit Sharing Plans1.5%
  • Charitable Organizations1.38%
  • Corporations / Businesses0.15%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Graybill Wealth Management, Ltd. is an independent, owner-operated registered investment adviser that has been SEC-registered since 1969. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its core advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Graybill does not promote itself as an ESG-focused investor and is not structured as a multi-state or capital-allocating firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Investment Grade Corp Bonds 14%, Cash & Cash Equivalents 8%, US Government Bonds 6%, State & Local Bonds 2%, Public Funds/Mutual Funds 2%, Other 2%, Non-Exchange Traded Equities 1%, Non-Investment Grade Corp Bonds 1%64%
  • Exchange Traded Equities64%
  • Investment Grade Corp Bonds14%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%
  • State & Local Bonds2%

Owners & executives

1 of 1

  • PHILIP KARLSON

    President and Chief Investment OfficerCRD 4593032

Contacts

3 of 3

  • David Canfield

    Director of ResearchCRD 7177923

  • STEVEN BARTZ

    PresidentCRD 3007487

  • DONALD CANFIELD

    Executive Vice PresidentCRD 4842767

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 19

Active vs passive

$69.1M in ETFs

Passive

100%

$68.9M

Active

0%

$277K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$13.9M32,33220.12%
Unlock additional holdings →

Location

Primary office

ELMHURST, IL

DU PAGE

Location

ELMHURST, IL

Headquartered in ELMHURST, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
135 S Cottage Hill Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth