Grayeli Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,867,631
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$714,705
About
Grayeli Investment Management is a small, independent registered investment adviser managing about $17.9 million for roughly 25 households; it serves individuals, high‑net‑worth clients and trusts and also works with pension and profit‑sharing plan clients. The firm provides discretionary investment management and financial planning and, through an affiliated independent insurance agency, makes fixed annuities, life, disability and long‑term care insurance available to advisory clients or on a standalone basis.
Investment advice is delivered via a goal‑based planning process that emphasizes capital preservation, risk management and a long‑term, low‑cost, highly diversified buy‑and‑hold approach using mutual funds, ETFs and, where appropriate, individual stocks, bonds and alternative asset classes such as REITs or precious metals. The firm exercises discretionary trading authority, monitors accounts regularly with periodic reviews, and reports to clients through custodial and firm statements.
Compared with many independent peers, Grayeli’s combination of advisory services with an insurance brokerage and explicit pension consulting and plan work is uncommon and is disclosed as creating potential commission‑based incentives when insurance products are recommended. The firm also does not vote client proxies, leaving proxy voting responsibility with clients, which is an operational characteristic investors may consider.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Long-term care insurance
Disability insurance
Annuities
Wealth management
General retirement planning
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 0.90% of Account Value $1,000,001 - $2,000,000: 0.60% of Account Value $2,000,001 - $3,000,000: 0.50% of Account Value Over $3,000,000+: $20,000 Flat Retainer Fee
Account minimum: $100,000
Main office location
Grayeli Investment Management
Reston VA, United States
Number of offices
1
Most active in
Grayeli Investment Management has reported serving >5 clients in these states in the last 12 months.
Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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