G
Gregory Lyle & Co.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$192,222,626
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
56
75% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
56
Average account size
$3,432,547
About
The firm provides personalized investment supervisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and also serves corporations and other business entities; a majority of its clients are individuals. It manages client accounts on a discretionary basis under limited trading authorization and generally accepts accounts at a modest minimum size.
Investment decisions are driven by fundamental analysis, with a primary emphasis on long-term common equity investments based on forecasted free cash flow and perceived asset values; the firm typically constructs concentrated portfolios of about 12–20 stocks rather than seeking broad market replication. It may also use short-term trades, option writing as a hedging tool, and temporary money-market positions, and it accepts client-imposed restrictions on securities or sectors.
What is distinctive about the firm is its relatively large asset base for a single-adviser practice—managing approximately $192 million across a small client roster—which is uncommon among independent solo advisers. The firm’s principal is legally trained and provides limited legal and tax advice to clients in addition to investment management, and the practice explicitly includes corporate/business clients alongside individual investors.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
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
Main office location
Gregory Lyle & Co.
Sun Valley ID, United States
Number of offices
1
Most active in
Gregory Lyle & Co. has reported serving >5 clients in these states in the last 12 months.
Idaho · Washington
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:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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.
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