Greycourt & Co, Inc.

RIASEC Registered

Total AUM

$6.6B

Discretionary

$84.5M

1% of AUM

Avg account

$150M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Pittsburgh, Pennsylvania
CRD number: 111936
Registered since: June 22, 2001
Website: www.greycourt.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI69.74%
Charitable Organizations30.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Greycourt & Co, Inc. is an independent registered investment adviser organized as an LLC and registered with the SEC in 2001. The firm serves both ultra-high-net-worth individuals and families as well as institutional clients, and operates as a capital allocator that selects third-party managers alongside direct portfolio management and financial planning. Its advisory services include portfolio management for individuals and small businesses, portfolio management for institutions, financial planning, and the selection of external advisers. Fee arrangements combine percentage-of-AUM and fixed-fee engagements. Greycourt does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm received recognition from CNBC as an Elite Advisor in 2026.