# Grealish Investment Counseling LLC

> Grealish Investment Counseling LLC is a state-registered investment advisory firm in San Mateo, CA, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 18, 2026.

- CRD: 299728
- Filed as: GREALISH INVESTMENT COUNSELING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Mateo, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299728
- AdvisorCensus page: https://advisorcensus.com/firm/grealish-investment-counseling-llc-san-mateo-ca-299728

## Quick answers

**How is Grealish Investment Counseling LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Grealish Investment Counseling LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Grealish Investment Counseling LLC located?**
Grealish Investment Counseling LLC's principal office is in San Mateo, CA, according to its Form ADV.

**Is Grealish Investment Counseling LLC registered with the SEC or a state?**
Grealish Investment Counseling LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 299728.

**What types of clients does Grealish Investment Counseling LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2).

**Does Grealish Investment Counseling LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299728

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 2 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- grealishic.com
- LinkedIn @kent-grealish-4784805

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grealish Investment Counseling LLC (CRD 299728): Form ADV filing data as of October 2026.