GREY LEDGE ADVISORS, LLC

RIASEC RegisteredEst. 2003

Total AUM

$616M

Discretionary

$616M

100% of AUM

Avg account

$391K

Accounts

1,575

Employees

Advisory reps

Firm details

Headquarters: GUILFORD, Connecticut
CRD number: 124867
Registered since: March 27, 2003
Website: greyledge.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.22%
Individuals17.31%
Pension & Profit Sharing Plans6.82%
Banking / Thrift Institutions2.75%
Corporations / Businesses2.68%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Grey Ledge Advisors, LLC is an independent registered investment adviser operating as a limited liability company since 2003. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator — building portfolios that blend public market core exposures with third‑party alternative fund allocations. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers; the firm also has a banking affiliation that influences its business activities. Investment positioning leans toward core public funds and passive equity exposure as the backbone of portfolios, while selectively allocating client capital to real estate through external managers. Grey Ledge charges a mix of percentage‑of‑AUM fees supplemented by hourly and fixed fees for planning or consulting engagements. The firm does not identify as an active ESG investor.