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- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Investment Themes
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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%
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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