G
Greythorne Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,000,000
Clients
67
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$388,060
About
Greythorne Advisors is a single-advisor registered investment adviser that provides ongoing portfolio management and related financial planning to individual and high-net-worth clients. The firm typically constructs investment policy statements and limits its recommendations to mutual funds, equities, fixed income securities and ETFs, including precious-metal ETFs.
The firm applies a mix of analytical approaches — including fundamental, technical, quantitative and modern portfolio theory — and pursues a long-term trading orientation tailored to each client’s goals and documented risk tolerance. Notably, Greythorne manages client accounts on a non-discretionary basis and does not accept investment or proxy voting discretion, so clients retain authority to approve transactions.
Compared with many independent peers, Greythorne’s assets under management are almost entirely non-discretionary, a characteristic that is uncommon among similar firms and that affects how services are delivered. The firm also participates in a third‑party insurance platform to make commission‑free insurance products available to clients (with disclosed potential conflicts), requires custody through Schwab Institutional, and does not aggregate block trades across client accounts.
Client services
Portfolio management
Expertise
Annuities
Fee options
$600 flat annual fee for certain clients, negotiable
$1 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 1.20%
Minimum fee: $600 flat annual fee for clients with CDs or mutual funds with minimal trading; fees are generally negotiable Fee-only: Portfolio management fees based on asset tiers and a fixed annual fee option; no commissions accepted
Main office location
Greythorne Advisors LLC
Lambertville NJ, United States
Number of offices
1
Most active in
Greythorne Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Pennsylvania
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 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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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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