# Greybull Advisors, LLC

> Greybull Advisors, LLC is an SEC-registered investment advisory firm in Jackson, WY, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 317767
- Filed as: GREYBULL ADVISORS, LLC
- Also doing business as: GREYBULL STEWARDSHIP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jackson, WY
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317767
- AdvisorCensus page: https://advisorcensus.com/firm/greybull-advisors-llc-jackson-wy-317767

## Quick answers

**How is Greybull Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Greybull Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Greybull Advisors, LLC located?**
Greybull Advisors, LLC's principal office is in Jackson, WY, according to its Form ADV.

**Is Greybull Advisors, LLC registered with the SEC or a state?**
Greybull Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317767.

**How much does Greybull Advisors, LLC manage?**
Greybull Advisors, LLC reports $513,589,887 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**How have Greybull Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Greybull Advisors, LLC: Regulatory assets under management: $178,264,201 in the October 2022 data and $513,589,887 in the October 2026 data, up 188%. Total employees: 10 in October 2022 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Greybull Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Greybull Advisors, LLC 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/317767

**What changed in Greybull Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $310,832,010 to $513,589,887 (+65%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $513,589,887
- Discretionary: $513,589,887
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $513,589,887 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greybullstewardship.com
- LinkedIn @1019706

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $178,264,201 | 10 | March 31, 2022 |
| October 2023 | $240,841,676 | 9 | March 28, 2023 |
| October 2024 | $263,219,237 | 12 | July 15, 2024 |
| October 2025 | $310,832,010 | 13 | July 31, 2025 |
| October 2026 | $513,589,887 | 12 | August 6, 2026 |

Regulatory assets under management: $178,264,201 in the October 2022 data and $513,589,887 in the October 2026 data, up 188%.
Total employees: 10 in October 2022 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $310,832,010 to $513,589,887 (+65%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greybull Advisors, LLC (CRD 317767): Form ADV filing data as of October 2026.
