# Grey Kirwan Financial

> Grey Kirwan Financial is a state-registered investment advisory firm in Reston, VA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 338850
- Filed as: GREY KIRWAN FINANCIAL
- Legal name: Grey Kirwan Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Reston, VA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338850
- AdvisorCensus page: https://advisorcensus.com/firm/grey-kirwan-financial-reston-va-338850

## Quick answers

**How is Grey Kirwan Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Grey Kirwan Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Grey Kirwan Financial located?**
Grey Kirwan Financial's principal office is in Reston, VA, according to its Form ADV.

**Is Grey Kirwan Financial registered with the SEC or a state?**
Grey Kirwan Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338850.

**How much does Grey Kirwan Financial manage?**
Grey Kirwan Financial reports $0 in regulatory assets under management in its Form ADV filing dated August 3, 2026.

**Does Grey Kirwan Financial 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/338850

## From the Form ADV filing

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

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greykirwan.com
- greykirwanfinancial.com
- Facebook @greykirwanfinancial
- Instagram @greykirwan
- YouTube @GreyKirwanFinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grey Kirwan Financial (CRD 338850): Form ADV filing data as of October 2026.