Firm profile

GREYCOURT & CO., INC.

PITTSBURGH, PACRD 111936Latest ADV March 27, 2026

Greycourt & Co., Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 27, 2026, reports $6.6B in regulatory assets under management, 37 employees, 3 offices, and 44 accounts.

Assets Under Management
$6.6B
Employees
37
Offices
3 offices
Total Clients
44
Primary office
PITTSBURGH, PA
2100 WHARTON STREET, SUITE 600, PITTSBURGH, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMatthew D. Litwin
CCOJill M. Grenda
COOGretchen M. Shoup

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 81.8% of total clients.
Top client categories% of clientsClients
1
HNWI
81.8%
36
2
Charitable
18.2%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$6.6Bas of March 27, 2026
Discretionary1.3%
$85M
1% of total RAUM1.3%
Non-discretionary98.7%
$6.5B
99% of total RAUM98.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$6.6B
Total Accounts44
10Y AUM Change+$1.8B (+38.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees37
Clients per Employee1:1
10Y Employee Change+1 (+2.8%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.