{
  "crd_number": 112046,
  "slug": "graybill-wealth-management-ltd-elmhurst-il-112046",
  "primary_business_name": "GRAYBILL WEALTH MANAGEMENT, LTD.",
  "legal_name": "GRAYBILL WEALTH MANAGEMENT, LTD.",
  "dbas": [],
  "city": "Elmhurst",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1969-08-29",
  "years_registered": 57,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 525763789.0,
  "raum_discretionary": 505439209.0,
  "raum_non_discretionary": 20324580.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 7264520.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 73483254.0,
      "count": 168
    },
    "pension_profit_sharing": {
      "raum": 7912562.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 436316467.0,
      "count": 101
    },
    "corporations_other_businesses": {
      "raum": 786986.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "NH",
    "TX",
    "WI"
  ],
  "websites": [
    "https://graybillwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112046",
  "city_as_filed": "ELMHURST",
  "url": "https://advisorcensus.com/firm/graybill-wealth-management-ltd-elmhurst-il-112046",
  "display_name": "Graybill Wealth Management, Ltd.",
  "summary": "Graybill Wealth Management, Ltd. is an SEC-registered investment advisory firm in Elmhurst, IL, registered since 1969, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Graybill Wealth Management, Ltd. (CRD 112046): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Graybill Wealth Management, Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Graybill Wealth Management, Ltd. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Graybill Wealth Management, Ltd. located?",
      "a": "Graybill Wealth Management, Ltd.'s principal office is in Elmhurst, IL, according to its Form ADV."
    },
    {
      "q": "Is Graybill Wealth Management, Ltd. registered with the SEC or a state?",
      "a": "Graybill Wealth Management, Ltd. is an SEC-registered investment advisory firm, registered since 1969. Status as filed: Approved. CRD 112046."
    },
    {
      "q": "How much does Graybill Wealth Management, Ltd. manage?",
      "a": "Graybill Wealth Management, Ltd. reports $525,763,789 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (96% discretionary)."
    },
    {
      "q": "How have Graybill Wealth Management, Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Graybill Wealth Management, Ltd.: Regulatory assets under management: $335,995,661 in the October 2021 data and $525,763,789 in the October 2026 data, up 56%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Graybill Wealth Management, Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (168); high net worth individuals (101)."
    },
    {
      "q": "Which custodians does Graybill Wealth Management, Ltd. use?",
      "a": "Graybill Wealth Management, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Investments as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Graybill Wealth Management, Ltd. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112046"
    },
    {
      "q": "What changed in Graybill Wealth Management, Ltd.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $426,632,075 to $525,763,789 (+23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 335995661.0,
      "total_employees": 5,
      "filing_date": "2021-09-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 361715135.0,
      "total_employees": 5,
      "filing_date": "2022-05-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 320054609.0,
      "total_employees": 5,
      "filing_date": "2023-02-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 370998383.0,
      "total_employees": 5,
      "filing_date": "2024-03-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 426632075.0,
      "total_employees": 5,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 525763789.0,
      "total_employees": 5,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $426,632,075 to $525,763,789 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Investments",
      "name_as_filed": "FIDELITY INVESTMENTS",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/graybill-wealth-management-ltd-elmhurst-il-112046.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 168,
      "fewer_than_5": false,
      "raum": 73483254.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 101,
      "fewer_than_5": false,
      "raum": 436316467.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 7912562.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 7264520.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 786986.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112046",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}