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GREYBULL ADVISORS, LLC

JACKSON, WY · CRD 317767 · IAPD ↗ · (307) 364-6400

$513.6MRegulatory AUM
6Advisory reps
12Employees
0Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — GREYBULL ADVISORS, LLC crossed $500M in regulatory AUM ($310.8M -> $513.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
30
August 2025 — GREYBULL ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — GREYBULL ADVISORS, LLC now reports custody of client assets ($526.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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