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- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 25, 2025 and March 10, 2026, reported AUM increased 23.2%, from $426.6M to $525.8M.
Across 5 reported observations, AUM increased 76.4% between October 18, 2022 and March 10, 2026, from $298.0M to $525.8M.
Of the latest reported AUM, 96.1% is discretionary and 3.9% is non-discretionary.
The firm reports 2 advisory representatives and 269 clients, or 134.5 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 2 reported office locations and 57 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Graybill Wealth Management, Ltd. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Graybill Wealth Management, Ltd. has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Graybill Wealth Management, Ltd.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.