This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2023
- Office Locations
- 1
Office Locations
About Graylark Financial, LLC
Graylark Financial, LLC is a Bluffton, SC RIA led by financial planner and educator Brian Gray. The firm provides financial planning and discretionary portfolio management, with emphasis on retirement strategy, tax planning, and estate/legacy and insurance coordination, including business-succession guidance for entrepreneurs. Portfolios primarily use public funds (e.g., mutual funds), and custody includes Axos.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 83 clients, or 83 clients per representative. That equates to $574.8K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on September 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Graylark Financial, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Graylark Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Ashley Ann Gray
Director, DIRECTOR OF MARKETING, President
- CRD
- --
- Ownership
- 50% but less than 75%
BRIAN ERLE GRAY
Chief Compliance Officer, Chief Executive Officer, Financial Planner
- CRD
- #4957599
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,514,851 | $209,785 |
| Non-Discretionary | $191,910 | -- |
| Total | $47,706,761 | $209,785 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Graylark Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.