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, privately owned registered investment adviser that has been SEC-registered since 1969. The firm serves individuals and families and charges fees based on a percentage of assets under management. Its core advisory services are financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients. Graybill appears to prefer traditional equity allocations and does not identify as an active ESG investor or a multi-state adviser.

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

    Philip Karlson

    President and Chief Investment OfficerCRD 4593032

Contacts

3 of 3
  • David Canfield

    David Canfield

    Director of ResearchCRD 7177923

  • Steven Bartz

    PresidentCRD 3007487

  • Donald Canfield

    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 18

Active vs passive

$72.3M in ETFs

Passive

100%

$72M

Active

0%

$289K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)BlackRockPassiveDiversified Emerging Mkts$12.2M146,80416.83%
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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