Grey Ledge Advisors, LLC
● SEC registered since 2003CRD 124867SEC# 801-61932Guilford, CT
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Ascend Bank Control | Owner | Over 75% | 2017 |
| Brant Alan Walker Control | Co-Chief Investment Officer | Under 5% | 2026 |
| Colleen A Venter Control | Chief Compliance Officer | Under 5% | 2005 |
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Join to unlock · $37/moFrequently 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
| Address | One Park Street, Guilford, CT 06437 |
| Phone | 203-453-9075 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1660694 |
| Discloses disciplinary history | No |
Regulatory AUM
$616M▲ 14%
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