GREGORY ADVISORS INC.

Overview

Gregory Advisors Inc. is a small corporate registered investment adviser that positions itself as a capital allocator for individual and small-business clients. The firm provides financial planning, discretionary portfolio management and selection of other advisers. Its fee mix includes a percentage of assets under management plus hourly and fixed-fee engagements, which suits both ongoing advisory relationships and project-based planning work. Investment activity tilts toward pooled public funds rather than direct security selection. The firm is not an active ESG investor and does not operate as a multi-state adviser. Its structure and service mix indicate a boutique practice that outsources specialized execution and alternative allocations to third-party managers rather than building large in-house platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices