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GREENSPRING ADVISORS, LLC
CRD 132669File 801-67570
APPROVED
Retail clients
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.46B
Top 25% of cohort (national)
Discretionary AUM
$6.45B
Non-discretionary $10.9M
Clients
1,837
7,119 accounts
Employees
68
Top 10% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 22, 2007
- Principal office
- ONE WEST PENNSYLVANIA AVENUE, SUITE 500, TOWSON, MD, 21204
- Phone
- 443-564-4600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.46B
- Discretionary AUM
- $6.45B
- Non-discretionary AUM
- $10.9M
- Discretionary accounts
- 7,101
- Non-discretionary accounts
- 18
- Total accounts
- 7,119
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $33.2M |
| Charitable organizations | 13 | $61.6M |
| High net worth individuals | 1,118 | $4.08B |
| Pension and profit sharing plans | 123 | $2.03B |
| Individuals (other than high net worth individuals) | 579 | $253.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.

