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They include 657 individual clients, 142 high-net-worth individuals, and 55 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Grey Ledge Advisors offer?","answer":"Grey Ledge Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Grey Ledge Advisors charge?","answer":"Grey Ledge Advisors charges 0.87%–1.00% a year for its Individual portfolio management fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Grey Ledge Advisors use?","answer":"Grey Ledge Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $390M and Charles Schwab & Co., Inc. (Westlake, TX), with $226M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Grey Ledge Advisors have?","answer":"Grey Ledge Advisors has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Grey Ledge Advisors invest in?","answer":"At the end of its last fiscal year, Grey Ledge Advisors’ separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 9% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Grey Ledge Advisors?","answer":"Grey Ledge Advisors’ direct owner is Ascend Bank (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Grey Ledge Advisors get paid?","answer":"Grey Ledge Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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