# Greig, Kevin P

> Greig, Kevin P is a state-registered investment advisory firm, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated April 16, 2024.

- CRD: 226789
- Filed as: GREIG, KEVIN P
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: April 16, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/226789
- AdvisorCensus page: https://advisorcensus.com/firm/greig-kevin-p-226789

## Quick answers

**How is Greig, Kevin P compensated?**
On its Form ADV (Item 5.E, October 2026), Greig, Kevin P reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Is Greig, Kevin P registered with the SEC or a state?**
Greig, Kevin P is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 226789.

**What types of clients does Greig, Kevin P serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (5).

**Does Greig, Kevin P 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/226789

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $0 |
| High net worth individuals | 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kgreigcpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greig, Kevin P (CRD 226789): Form ADV filing data as of October 2026.