GREY RHODES ADVISORS, LLC

Overview

Grey Rhodes Advisors, LLC is a small independent advisory firm focused on individuals and families. The firm provides portfolio management for individuals and small businesses and offers pension consulting services, operating on a percentage-of-AUM fee model. Investment activity is equity‑tilted: the firm’s single largest exposure is to exchange‑traded equities, and it favors liquid, tradable instruments suitable for separately managed account (SMA) implementations. The firm is not an active ESG investor and does not present itself as a multi‑state adviser. Grey Rhodes Advisors also engages in sponsor/GP activity and serves as managing member of pooled investment vehicles, which indicates some capacity to originate or operate private pooled structures in addition to advising client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices