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GRAYSCALE ADVISORS

STAMFORD, CT · CRD 314868 · IAPD ↗ · grayscale.com · 212-668-1427

$60.6MRegulatory AUM
27Advisory reps
126Employees
0Clients
n/aPlanning clients
2Private funds
2States
4Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — GRAYSCALE ADVISORS now reports custody of client assets ($14.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2026 — GRAYSCALE ADVISORS reported RAUM up 2532% ($2.3M -> $60.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
10
February 2025 — GRAYSCALE ADVISORS changed its website from etfs.grayscale.com to grayscale.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
35
February 2025 — GRAYSCALE ADVISORS's Item 11 disclosure-reporting entries rose by 4 (0 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
59
February 2025 — GRAYSCALE ADVISORS grew from 14 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
10
April 2024 — GRAYSCALE ADVISORS changed its website from grayscale.com to etfs.grayscale.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2024 — GRAYSCALE ADVISORS grew from 4 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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