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GREY LEDGE ADVISORS, LLC
CRD 124867File 801-61932
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$616.0M
Above cohort median (national)
Discretionary AUM
$616.0M
Clients
887
1,575 accounts
Employees
12
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 27, 2003
- Principal office
- ONE PARK STREET, GUILFORD, CT, 06437
- Phone
- 203-453-9075
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $616.0M
- Discretionary AUM
- $616.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,575
- Non-discretionary accounts
- 0
- Total accounts
- 1,575
- AUM per client
- $695K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 33 | $16.5M |
| Charitable organizations | Fewer than 5 | $1.4M |
| High net worth individuals | 142 | $432.6M |
| Banking or thrift institutions | Fewer than 5 | $16.9M |
| Pension and profit sharing plans | 55 | $42.0M |
| Individuals (other than high net worth individuals) | 657 | $106.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.