CRD: 311491
Grey Rhodes Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Vector horizonHarbor focus
- Established Date
- 03-03-2021
- Office Locations
- 1
Office Locations
About Grey Rhodes Advisors, LLC
Grey Rhodes Advisors is a Palm Beach Gardens, FL registered investment advisor providing hands-on investment management and financial planning. Portfolios are tailored to client goals and risk tolerance for wealth building, family protection, and asset preservation, with an ETF-heavy implementation. The firm positions itself as professional stewardship versus automated model-only advice; client assets are custodied at Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
STEVEN RICHARD GREY
Advisor, CO-CEO, Managing Member
- CRD
- #2759517
- Ownership
- 50% but less than 75%
RICKY MARCEL RHODES
Advisor, Chief Compliance Officer, CO-CEO, Managing Member
- CRD
- #1815632
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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CHRISTOPHER L. FETES
--
- CRD
- #4676114
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,720 | -- |
| Non-Discretionary | $43,551,370 | -- |
| Total | $43,604,090 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,604,090
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $973,663,044 | 27.2% |
| Equity - OTC | $468,933,304 | 13.1% |
| Cash | $1,181,282,370 | 33.0% |
| Other | $955,764,826 | 26.7% |
| Total | $3,579,643,544 | 100.0% |