# Gregory Lyle & Co.

> Gregory Lyle & Co. is an SEC-registered investment advisory firm in Sun Valley, ID, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 113683
- Filed as: GREGORY LYLE & CO.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sun Valley, ID
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113683
- AdvisorCensus page: https://advisorcensus.com/firm/gregory-lyle-and-co-sun-valley-id-113683

## Quick answers

**How is Gregory Lyle & Co. compensated?**
On its Form ADV (Item 5.E, October 2026), Gregory Lyle & Co. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Gregory Lyle & Co. located?**
Gregory Lyle & Co.'s principal office is in Sun Valley, ID, according to its Form ADV.

**Is Gregory Lyle & Co. registered with the SEC or a state?**
Gregory Lyle & Co. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 113683.

**How much does Gregory Lyle & Co. manage?**
Gregory Lyle & Co. reports $192,222,626 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Gregory Lyle & Co.'s assets and staff changed since 2021?**
In the Form ADV data for Gregory Lyle & Co.: Regulatory assets under management: $118,841,017 in the October 2021 data and $192,222,626 in the October 2026 data, up 62%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gregory Lyle & Co. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (14); corporations or other businesses not listed above (4).

**Which custodians does Gregory Lyle & Co. use?**
Gregory Lyle & Co.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Gregory Lyle & Co. report any disciplinary disclosures?**
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/113683

**Does Gregory Lyle & Co. state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "The minimum size for a managed client account(s) is generally $250,000."

**What changed in Gregory Lyle & Co.'s recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in ID.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $250,000

> The minimum size for a managed client account(s) is generally $250,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $192,222,626
- Discretionary: $192,222,626
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $4,738,804 |
| High net worth individuals | 42 | $136,925,942 |
| Corporations or other businesses not listed above | 4 | $50,557,880 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,841,017 | 1 | March 4, 2021 |
| October 2022 | $147,456,350 | 1 | January 19, 2022 |
| October 2023 | $131,371,797 | 1 | March 20, 2023 |
| October 2024 | $162,947,077 | 1 | March 4, 2024 |
| October 2025 | $204,107,564 | 1 | March 29, 2025 |
| October 2026 | $192,222,626 | 1 | March 18, 2026 |

Regulatory assets under management: $118,841,017 in the October 2021 data and $192,222,626 in the October 2026 data, up 62%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in ID.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gregory Lyle & Co. (CRD 113683): Form ADV filing data as of October 2026.