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GREENSPRING ADVISORS, LLC
CRD 132669File 801-67570
APPROVED
Retail clients
Filing as of Jun 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,218 | 1,837 | increased by619 |
| Apr 1, 2026 | AUM | $3,775,318,486 | $6,464,377,689 | increased by$2,689,059,203 |
| Apr 1, 2026 | Accounts | 4,764 | 7,119 | increased by2,355 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 40 | 68 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 36 | 40 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 619 | 1,218 | increased by599 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,126,230,881 | $3,775,318,486 | decreased by$2,350,912,395 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,276 | 4,764 | increased by2,488 |
| Oct 1, 2022 | Employees | 26 | 36 | increased by10 |
| Jul 1, 2022 | Employees | 25 | 26 | increased by1 |
| Apr 1, 2022 | Employees | 21 | 25 | increased by4 |
| Apr 1, 2022 | Clients | 584 | 619 | increased by35 |
| Apr 1, 2022 | AUM | $5,248,230,568 | $6,126,230,881 | increased by$878,000,313 |
| Apr 1, 2022 | Accounts | 2,067 | 2,276 | increased by209 |
| Nov 1, 2021 | Employees | 19 | 21 | increased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREENSPRING ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREENSPRING ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.