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GRAYBILL WEALTH MANAGEMENT, LTD.

dba GRAYBILL WEALTH MANAGEMENT, LTD. · CRD 112046 · Registered Investment Adviser

GRAYBILL WEALTH MANAGEMENT, LTD. is a Registered Investment Adviser headquartered in ELMHURST, IL. The firm reports $525,763,789 in regulatory assets under management across 650 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$505,439,209
Non-discretionary$20,324,580
Total RAUM$525,763,789
Accounts650

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 112046. adviserinfo.sec.gov/firm/summary/112046.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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