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Graybill Wealth Management, Ltd.

● SEC registered since 1969CRD 112046SEC# 801-5921Elmhurst, IL
Export (members)
Reg. AUM
$426.6M
Employees
5
Accounts
588
Location
Elmhurst, IL

Graybill Wealth Management, Ltd. assets under management

Graybill Wealth Management, Ltd. operates as an SEC-registered investment adviser based in Elmhurst, IL. The firm has been registered since 1969. It reports $426.6 million in regulatory assets under management and employs 5 people.
www.graybillwealth.comView on SEC.gov ↗

Graybill Wealth Management, Ltd. owners & executives

3 reported
NameTitleOwnershipSince
David McLean CanfieldExecutive Vice President10-25%2019
Donald M Canfield ControlExecutive Vice PresidentUnder 5%2017
Philip B Karlson ControlPresident, CcoOver 75%2017

Frequently asked questions

How much does Graybill Wealth Management, Ltd. manage?

Graybill Wealth Management, Ltd. reports $426.6 million in regulatory assets under management on its Form ADV.

How many employees does Graybill Wealth Management, Ltd. have?

Graybill Wealth Management, Ltd. reports 5 employees.

Where is Graybill Wealth Management, Ltd. located?

Graybill Wealth Management, Ltd. is based in Elmhurst, IL and has been SEC-registered since 1969.

Does Graybill Wealth Management, Ltd. disclose fund performance?

Graybill Wealth Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address135 S Cottage Hill Ave, Elmhurst, IL 60126
Phone630-941-9460
Fax630-832-3491
Office hours9a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$402.8M
Non-discretionary$23.9M
Total (RAUM)$426.6M