Graylark Financial, LLC

Overview

Graylark Financial, LLC is an independent registered investment adviser organized as a limited liability company. The firm focuses on advice and portfolio management for individuals and families, providing financial planning and discretionary portfolio services as well as selecting third‑party managers when appropriate. Graylark operates as a capital allocator: while the bulk of client portfolios are invested in pooled public funds, the firm also places client capital with external managers in private markets to supplement return and income potential. Fee billing is percentage of assets under management, and the firm has an insurance company affiliation that feeds into its use of annuities within planning solutions. Graylark is not positioned as an ESG investor and is not registered as a multi‑state adviser per its filing, though it maintains a small multi‑office footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices