Greyfield Capital Management LLC
RIAState Registered
Total AUM
$22.3M
Discretionary
$22.3M
100% of AUM
Avg account
$586K
Accounts
38
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 291698
- Website
- greyfieldcapital.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.71%
- Individuals15.69%
- Charitable Organizations0.6%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Greyfield Capital Management LLC is an independent, owner-operated wealth advisory firm organized as an LLC that provides discretionary portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm charges fees as a percentage of assets under management and focuses its business on portfolio management rather than pension consulting or multi-state advisory programs. Greyfield does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds33%
- Non-Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Crossmarket Capital, LLC
RIANewport Beach, CA
AUM $22.3MTEAM 2REPS 1
Vertex Financial Advisors LLC
RIAElkins Park, PA
AUM $22.2MTEAM 1REPS 1
Paracca Financial Group
RIAOsprey, FL
AUM $22.2MTEAM 3REPS 1
Aviator Financial, LLC
RIAAUM $22.3MTEAM 1REPS 1
Galvanize Wealth LLC
RIAAUM $22.3MTEAM 1REPS 1
Seiwell Advisors, LLC
RIAAUM $22.2MTEAM 2REPS 2