# Greystone Financial Group, LLC

> Greystone Financial Group, LLC is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 306595
- Filed as: GREYSTONE FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306595
- AdvisorCensus page: https://advisorcensus.com/firm/greystone-financial-group-llc-bloomfield-hills-mi-306595

## Quick answers

**How is Greystone Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Greystone Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Greystone Financial Group, LLC located?**
Greystone Financial Group, LLC's principal office is in Bloomfield Hills, MI, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Greystone Financial Group, LLC registered with the SEC or a state?**
Greystone Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306595.

**How much does Greystone Financial Group, LLC manage?**
Greystone Financial Group, LLC reports $494,923,468 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (93% discretionary).

**How have Greystone Financial Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Greystone Financial Group, LLC: Regulatory assets under management: $529,722,576 in the October 2021 data and $494,923,468 in the October 2026 data, down 7%. Total employees: 14 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Greystone Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (417); high net worth individuals (149); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

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

**Does Greystone Financial Group, 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/306595

**What changed in Greystone Financial Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 3. Regulatory assets under management went from $1,028,227,723 to $494,923,468 (-52%). 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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $494,923,468
- Discretionary: $459,699,914
- Non-discretionary: $35,223,554

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 417 | $125,978,000 |
| High net worth individuals | 149 | $349,225,059 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $15,439,474 |
| Charitable organizations | Fewer than 5 | $4,280,935 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, MI, NH, OH, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Houston, TX
- Santa Monica, CA

### Websites listed on Form ADV (Item 1.I)
- greystonefg.com
- Facebook @GreystoneFinancialGroupLLC
- Instagram @greystonefinancialgroupllc
- LinkedIn @greystone-financial-group-llc
- X @greystone_llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $529,722,576 | 14 | March 31, 2021 |
| October 2022 | $617,554,772 | 16 | March 30, 2022 |
| October 2023 | $1,074,889,128 | 20 | September 22, 2023 |
| October 2024 | $1,026,230,045 | 21 | March 20, 2024 |
| October 2025 | $1,028,227,723 | 20 | March 26, 2025 |
| October 2026 | $494,923,468 | 8 | March 31, 2026 |

Regulatory assets under management: $529,722,576 in the October 2021 data and $494,923,468 in the October 2026 data, down 7%.
Total employees: 14 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 3.
- Regulatory assets under management went from $1,028,227,723 to $494,923,468 (-52%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greystone Financial Group, LLC (CRD 306595): Form ADV filing data as of October 2026.