Graylark Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,706,761
Total clients
83
48% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
83
Average account size
$574,780
About
Graylark Financial provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and corporations. The firm offers portfolio management on both discretionary and non‑discretionary bases and typically constructs diversified portfolios using ETFs, mutual funds, equities, fixed‑income securities, and cash equivalents.
Graylark combines internal and external research and may employ fundamental, technical, and cyclical analysis within an asset‑allocation framework, and it can allocate portions of portfolios to independent third‑party managers for separate account management. The firm operates through a custodian platform to access managers and trading tools, conducts periodic (at least quarterly) manager reviews, and integrates financial planning with ongoing account oversight.
Noteworthy distinctions disclosed in the Brochure include an affiliated insurance agency, Graylark Insurance Services LLC, and adviser representatives who are licensed to recommend insurance and annuity products (with commissions and the resulting conflict of interest disclosed and subject to mitigating policies). The firm also discloses receiving economic benefits from its recommended custodian, using service‑provider software that incorporates artificial intelligence for operational tasks, and the use of client testimonials in its advertising.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
Annual portfolio management fees do not exceed 1.50%
Main office location
Graylark Financial, LLC
Bluffton SC, United States
Number of offices
2
Most active in
Graylark Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · South Carolina
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
Quick links
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