Gray, William, Loyd, Jr.
CRD 108916SEC# 801-99372
No longer SEC-registered. Gray, William, Loyd, Jr. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$311M
Employees
2
Accounts
328
Location
—
Gray, William, Loyd, Jr. assets under management
Gray, William, Loyd, Jr. is an SEC-registered investment adviser. It reports $311 million in regulatory assets under management and employs 2 people.
Gray, William, Loyd, Jr. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Loyd Gray Control | Sole Proprietor/Principal/Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Gray, William, Loyd, Jr. manage?
Gray, William, Loyd, Jr. reports $311 million in regulatory assets under management on its Form ADV.
How many employees does Gray, William, Loyd, Jr. have?
Gray, William, Loyd, Jr. reports 2 employees.
Does Gray, William, Loyd, Jr. disclose fund performance?
Gray, William, Loyd, Jr. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8:00 a.m. - 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$311MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$311Mregulatory AUM
Discretionary $311M