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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 typeClientsAUM
OtherFewer than 5$33.2M
Charitable organizations13$61.6M
High net worth individuals1,118$4.08B
Pension and profit sharing plans123$2.03B
Individuals (other than high net worth individuals)579$253.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.