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GREYCOURT & CO., INC.

PITTSBURGH, PA · CRD 111936 · IAPD ↗ · 412-361-0100

$6.61BRegulatory AUM
19Advisory reps
37Employees
9Clients
26-50Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — GREYCOURT & CO., INC. filed an Item 4A succession naming GREYCOURT & CO., INC. (CRD 111936) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
55
April 2025 — GREYCOURT & CO., INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
80
April 2024 — GREYCOURT & CO., INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.