$616.0M Total AUM
$616.0M Disc. AUM
10.9% 3Y CAGR
12 Employees
888 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Momentum vertexFusion +more
- Established Date
- 03-27-2003
- Office Locations
- 1
Office Locations
ONE Park Street Guilford CT
About Grey Ledge Advisors, LLC
Grey Ledge Advisors is a fiduciary wealth management firm serving individual investors, business owners, charitable organizations, and financial institutions. The team provides investment advice and financial planning, including retirement solutions and guidance on fiduciary issues, adapting strategies as client circumstances change. Grey Ledge Advisors is a wholly owned subsidiary of Ascend Bank and uses major custodians including Schwab and Fidelity.
Team overview
60 AVG AGE
$154.0M AVG AUM / ADVISOR
$693.7K AVG AUM / CLIENT
7.2 yrs AVG TENURE
12 Employees
4 Advisory Reps
8 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Signal Ridge pathway Foundation Wave meridian North Frontier radial Pathway Quantum signal Insight Capital focus
Client Personas
Eagle catalyst Signal Horizon
Custodian
Ridge insight Optima Vital signal Element Momentum Vector Catalyst Capital Horizon quantum
Fund Managers
Crest
Investment Themes
Element Ember pathway Beacon
Investment Vehicles
Vertex Peak
Services
Optima pioneer Matrix oak Focus eagle Pioneer Ember Wave unison Bridge Harbor Zenith Wave
Technology
Optima Quantum Element Fusion fusion
Owner & Executives
J
JASON A KISH
Co-Chief Investment Officer
- CRD
- #6311409
- Ownership
- Less than 5%
(814) 662-9799
frontier.beacon@insightcapital.com
in linkedin.com/in/zenith-element
M
MICHAEL OTIS SCHULITZ
Chief Executive Officer, President
- CRD
- #2121882
- Ownership
- Less than 5%
(253) 958-8081
fusion.prime@vertexcapital.com
in linkedin.com/in/signal-crest
I
Insight eagle
Peak optima timber
- CRD
- #20133
- Ownership
- 24.6%
(758) 258-6192
radial.north@unisoncapital.com
in linkedin.com/in/horizon-prime
Showing 2 of 4 owners & executives
Unlock allContacts
SCOTT JOHN ALBRACCIO
Vice President
- CRD
- #1666088
(240) 868-2329
insight.element@eaglecapital.com
in linkedin.com/in/vertex-pioneer
J
JOHN ROBERT BURZENSKI
--
- CRD
- #4245878
(369) 849-9686
radial.vertex@atlascapital.com
in linkedin.com/in/capital-momentum
N
North insight
Legacy prime
- CRD
- #64045
(455) 294-6243
zenith.oak@embercapital.com
in linkedin.com/in/radial-eagle
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $616,042,789 | $391,138 |
| Non-Discretionary | $0 | -- |
| Total | $616,042,789 | $391,138 |
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Separately Managed Accounts
Total SMA Asset: $616,042,789
Public Funds:
16.7% Equity - Exchange:
21.5% Cash:
24.9% Corporate - Investment Grade:
18.4% U.S. Government/Agency:
18.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $297,887,086 | 16.7% |
| Equity - Exchange | $383,507,326 | 21.5% |
| Cash | $444,154,996 | 24.9% |
| Corporate - Investment Grade | $328,210,921 | 18.4% |
| U.S. Government/Agency | $329,994,677 | 18.5% |
| Total | $1,783,755,006 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR PRIME | HORIZON RADIAL | HRC5XXZCX | STK | 5.92% | $16,140,194 |
| EAGLE ZENITH | ZENITH VERTEX | PZ0F8AIMV | NVAH | 3.80% | $117,612,630 |
| PATHWAY BEACON | FOUNDATION ZENITH | GYBGDY04Z | KMILM | 12.07% | $68,700,541 |
| EMBER PEAK | FOCUS RIDGE | IMLHZEZMC | WFQD | 1.84% | $100,844,493 |
| VITAL FRONTIER | SIGNAL RADIAL | XIOOHWZF1 | KNJ | 0.93% | $20,672,823 |
| INSIGHT ATLAS PIONEER | OAK OPTIMA | 9UWXVXTM2 | BCUXN | 4.61% | $43,225,405 |
| BRIDGE VALUE CREST | VALUE PIONEER | 9KERE8ZRM | KNBSV | 5.39% | $100,108,910 |
| MOMENTUM TIMBER | QUANTUM FOCUS | 90VAKTOZ6 | GZTH | 0.61% | $101,337,007 |