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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Momentum vertex
- Established Date
- 03-27-2003
- Office Locations
- 1
Office Locations
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
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON A KISH
Co-Chief Investment Officer
- CRD
- #6311409
- Ownership
- Less than 5%
MICHAEL OTIS SCHULITZ
Chief Executive Officer, President
- CRD
- #2121882
- Ownership
- Less than 5%
Insight eagle
Peak optima timber
- CRD
- #20133
- Ownership
- 24.6%
Showing 2 of 4 owners & executives
Unlock allContacts
SCOTT JOHN ALBRACCIO
Vice President
- CRD
- #1666088
JOHN ROBERT BURZENSKI
--
- CRD
- #4245878
North insight
Legacy prime
- CRD
- #64045
Showing 2 of 8 contacts
Unlock allAssets Under Management
| 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
| 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 |