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GREY ROCK ENERGY MANAGEMENT, LLC

DALLAS, TX · CRD 170956 · IAPD ↗ · grey-rock.com · 214-396-2850

$259.9MRegulatory AUM
15Advisory reps
29Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — GREY ROCK ENERGY MANAGEMENT, LLC reported RAUM down 28% ($363.0M -> $259.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2026 — GREY ROCK ENERGY MANAGEMENT, LLC grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
August 2025 — GREY ROCK ENERGY MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
59
April 2025 — GREY ROCK ENERGY MANAGEMENT, LLC grew from 4 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
33
April 2024 — GREY ROCK ENERGY MANAGEMENT, LLC reported RAUM down 64% ($1.12B -> $397.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — GREY ROCK ENERGY MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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