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- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-29-1969
- Office Locations
- 2
Office Locations
About Graybill Wealth Management, Ltd.
Graybill Wealth Management is an independent SEC-registered RIA (fiduciary) serving individual and institutional clients since 1969. The firm builds custom, diversified portfolios aligned to each client’s objectives and risk tolerance, with a conservative approach focused on limiting losses and volatility and pairing investment management with planning, advice, and education. Long-tenured team with 80+ years combined experience; works with major custodians such as Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Platform
Services
Technology
Owner & Executives
PHILIP B KARLSON
Chief Compliance Officer, President, Principal
- CRD
- --
- Ownership
- 75% or more
David McLean Canfield
Director, EXECUTIVE VICE PRESIDENT
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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STEVEN M BARTZ
Principal
- CRD
- #3007487
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $505,439,209 | $820,518 |
| Non-Discretionary | $20,324,580 | $597,782 |
| Total | $525,763,789 | $808,867 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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