Graybill Wealth Management, Ltd.
● SEC registered since 1969CRD 112046SEC# 801-5921Elmhurst, IL
Reg. AUM
$525.8M
Employees
5
Accounts
650
Location
Elmhurst, IL
Graybill Wealth Management, Ltd. assets under management
Graybill Wealth Management, Ltd. operates as an SEC-registered investment adviser based in Elmhurst, IL. The firm has been registered since 1969. It reports $525.8 million in regulatory assets under management and employs 5 people.
Graybill Wealth Management, Ltd. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David McLean Canfield | Executive Vice President | 10-25% | 2019 |
| Donald M Canfield Control | Executive Vice President | Under 5% | 2017 |
| Philip B Karlson Control | President, Cco | Over 75% | 2017 |
Frequently asked questions
How much does Graybill Wealth Management, Ltd. manage?
Graybill Wealth Management, Ltd. reports $525.8 million in regulatory assets under management on its Form ADV.
How many employees does Graybill Wealth Management, Ltd. have?
Graybill Wealth Management, Ltd. reports 5 employees.
Where is Graybill Wealth Management, Ltd. located?
Graybill Wealth Management, Ltd. is based in Elmhurst, IL and has been SEC-registered since 1969.
Does Graybill Wealth Management, Ltd. disclose fund performance?
Graybill Wealth Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 135 S Cottage Hill Ave, Elmhurst, IL 60126 |
| Phone | 630-941-9460 |
| Fax | 630-832-3491 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$525.8M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$525.8Mregulatory AUM
Discretionary $505.4MNon-discretionary $20.3M