Gregory Lyle
Advisor at Gregory Lyle & Co.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Gregory Lyle is the principal of Gregory Lyle & Co. with 36 years of experience in the financial industry. He holds a Series 63 designation and has a background as an attorney dating back to 1977. In addition to his advisory work, he is involved in tax preparation as a general partner of Gregory Lyle Tax Services LP and has served as president of Ballard Canal Company, Inc. Gregory Lyle & Co. provides personalized investment supervisory services primarily to individual investors, as well as trusts, estates, and various business entities. The firm manages concentrated equity portfolios on a discretionary basis, focusing on fundamental analysis and long-term holdings without reliance on commissions or broker affiliations.
Fee options
Fixed fees are possible and fees are negotiable
0.10% quarterly (equivalent to 0.40% annually), plus a $125 account fee quarterly
Hourly or fixed rate advice available for securities not under direct management
Account minimum: $250,000 Minimum fee: $125 account fee computed and payable quarterly in advance
Location
Sun Valley, ID
Most active in
Gregory L has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
Gregory Lyle Attorney
2026 - Present (1 year)
Ballard Canal Co, Inc
2001 - 2025 (24 years)
Gregory Lyle & Co
1983 - 2026 (43 years)
Gregory Lyle Attorney
1978 - 2025 (47 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Steven S
Series 63, Series 65
Hailey, ID
Wood River Consulting
Lauren D
Series 63, Series 65
Hailey, ID
Davis Investment Group, Ltd.
Peter M
Series 63, Series 65
Ketchum, ID
McRae Capital Management L.L.C.
Jason P
Series 65
Hailey, ID
Redpoint Investment Advisors
Neil J
Series 65
Hailey, ID
Sun Valley Advisors, Inc.
Warren S
Series 63, Series 66
Ketchum, ID
Sila FInancial, LLC
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