Graybill Wealth Management, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Elmhurst, IL. Its latest Form ADV filing, dated March 10, 2026, reports $526M in regulatory assets under management, 5 employees, and 650 accounts.
Assets Under Management
$526M
Employees
5
Offices
--
Total Clients
269
Primary office
ELMHURST, IL
135 S COTTAGE HILL AVE, ELMHURST, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
168
2
HNWI
37.5%
101
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$526Mas of March 10, 2026
Discretionary96.1%
$505M
96% of total RAUM96.1%
Non-discretionary3.9%
$20M
4% of total RAUM3.9%
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$526M
Total Accounts650
10Y AUM Change+$268M (+104.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee54:1
10Y Employee Change-1 (-16.7%)
* 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.