GREYSTONE FINANCIAL GROUP, LLC

CRD 306595File 801-117913

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$494.9M

Above cohort median (national)

Discretionary AUM

$459.7M

Non-discretionary $35.2M

Clients

582

1,264 accounts

Employees

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.facebook.com/GreystoneFinancialGroupLLC

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, 5G

Compensation

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 11

This 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.