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Grey Ledge Advisors, LLC

● SEC registered since 2003CRD 124867SEC# 801-61932Guilford, CT
Export (members)
Reg. AUM
$616M
Employees
12
Accounts
1,575
Location
Guilford, CT

Grey Ledge Advisors, LLC assets under management

Grey Ledge Advisors, LLC is a registered investment adviser overseen by the SEC based in Guilford, CT. The firm has been registered since 2003. It reports $616 million in regulatory assets under management and employs 12 people.

Grey Ledge Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Ascend Bank ControlOwnerOver 75%2017
Brant Alan Walker ControlCo-Chief Investment OfficerUnder 5%2026
Colleen A Venter ControlChief Compliance OfficerUnder 5%2005
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Frequently asked questions

How much does Grey Ledge Advisors, LLC manage?

Grey Ledge Advisors, LLC reports $616 million in regulatory assets under management on its Form ADV.

How many employees does Grey Ledge Advisors, LLC have?

Grey Ledge Advisors, LLC reports 12 employees.

Where is Grey Ledge Advisors, LLC located?

Grey Ledge Advisors, LLC is based in Guilford, CT and has been SEC-registered since 2003.

Does Grey Ledge Advisors, LLC disclose fund performance?

Grey Ledge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Park Street, Guilford, CT 06437
Phone203-453-9075
Office hours8:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1660694
Discloses disciplinary historyNo

Regulatory AUM

$616M▲ 14%
Mar '25 — $540.4MApr '25 — $540.4MMay '25 — $540.4MJun '25 — $540.4MJul '25 — $540.4MAug '25 — $540.4MSep '25 — $540.4MOct '25 — $540.4MNov '25 — $540.4MDec '25 — $540.4MJan '26 — $540.4MFeb '26 — $540.4MMar '26 — $616MApr '26 — $616MMay '26 — $616MJun '26 — $616M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$616Mregulatory AUM
Discretionary $616M