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GREYSTONE FINANCIAL GROUP, LLC
CRD 306595File 801-117913
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$494.9M
Above cohort median (national)
Discretionary AUM
$459.7M
Non-discretionary $35.2M
Clients
582
1,264 accounts
Employees
8
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 8, 2020
- Principal office
- 665 HULET DR., BLOOMFIELD HILLS, MI, 48302-0324
- Phone
- 248-267-1270
- Website
- https://www.greystonefg.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $494.9M
- Discretionary AUM
- $459.7M
- Non-discretionary AUM
- $35.2M
- Discretionary accounts
- 1,240
- Non-discretionary accounts
- 24
- Total accounts
- 1,264
- AUM per client
- $850K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $0 |
| Charitable organizations | Fewer than 5 | $4.3M |
| High net worth individuals | 149 | $349.2M |
| Pension and profit sharing plans | 10 | $15.4M |
| Individuals (other than high net worth individuals) | 417 | $126.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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 | Employees | 20 | 8 | decreased by12 |
| Apr 1, 2026 | Clients | 856 | 582 | decreased by274 |
| Apr 1, 2026 | AUM | $1,028,227,723 | $494,923,468 | decreased by$533,304,255 |
| Apr 1, 2026 | Accounts | 1,952 | 1,264 | decreased by688 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 20 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 655 | 856 | increased by201 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $617,554,772 | $1,028,227,723 | increased by$410,672,951 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,463 | 1,952 | increased by489 |
| Apr 1, 2022 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2022 | Clients | 629 | 655 | increased by26 |
| Apr 1, 2022 | AUM | $529,722,576 | $617,554,772 | increased by$87,832,196 |
| Apr 1, 2022 | Accounts | 1,372 | 1,463 | increased by91 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREYSTONE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREYSTONE FINANCIAL” 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.