Graybill Wealth Management, Ltd.
SEC RegisteredGraybill Wealth Management Has Been Providing Investment Services to Individual & Institutional Clients Since 1969
About the firm
Graybill Wealth Management is an independent SEC Registered Investment Advisory firm serving individual and institutional clients since 1969. As a Registered Investment Advisor, the firm is held to a fiduciary standard, legally required to put clients' best interests first. The firm strives to help clients achieve their long-term financial goals and assists them in all aspects of their financial decision making.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management through custom, diversified equity and fixed income portfolios (Balanced Strategy, Income Strategy, and Mutual Fund Strategy), as well as comprehensive financial planning covering retirement, college funding, and legacy planning.
Who they serve
Individuals, company pension and profit sharing accounts, charitable foundations, and other tax-exempt organizations, including multi-generational client relationships.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 168 | $73M |
| High Net Worth Individuals | 101 | $436M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Assets between $1,000,001 and $5,000,000 | 0.75% |
| Assets above $5,000,000 | 0.50% |
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Graybill Wealth Management, Ltd. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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