Greyhawk Advisors LLC

Overview

Greyhawk Advisors LLC is a small, privately owned limited liability company that provides financial planning and portfolio management services for individuals and small businesses. The firm is owner-operated and reports a fee model that includes asset-based fees, fixed fees, and performance-linked fees. It does not present itself as a multi-state adviser, pension consultant, capital allocator, or active ESG investor, and it is not identified as newly formed. Business activity centers on personalized advisory work rather than institutional allocation or multi-family office services. The regulatory snapshot indicates the adviser manages client portfolios directly (discretionary authority) and focuses on equity-oriented strategies within separately managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices