{"url":"https://nivawealth.com/firms/greycourt-111936","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111936","regulatoryAum":6608873377,"crd":"111936","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2443626","suffix":null,"lastName":"CURTIS","firstName":"GREGORY","middleName":"DYER"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":5068515936,"clients":50,"employees":40,"offices":2},{"filedOn":"2022-05-19","regulatoryAum":6326970726,"clients":46,"employees":44,"offices":2},{"filedOn":"2023-03-28","regulatoryAum":6402799160,"clients":41,"employees":43,"offices":2},{"filedOn":"2024-04-19","regulatoryAum":5091189265,"clients":43,"employees":42,"offices":3},{"filedOn":"2025-03-25","regulatoryAum":5511789755,"clients":44,"employees":39,"offices":4},{"filedOn":"2026-08-04","regulatoryAum":6608873377,"clients":44,"employees":37,"offices":4}],"secFileNumber":"801-60297","legalName":"Greycourt LLC","displayName":"Greycourt","slug":"greycourt-111936","website":"https://greycourt.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/greycourt/","xUrl":"https://twitter.com/GreycourtCo","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"116 15th Street, Suite 702","city":"Pittsburgh","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"15222-4214"},"tradeNames":[],"registration":{"secApproved":"22 June 2001","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":128026433.80555555,"staff":{"employees":37,"advisory":19,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":6608873377,"discretionary":84547662,"discretionaryAccounts":1,"nonDiscretionary":6524325715,"nonDiscretionaryAccounts":43,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":9},"clientTypes":[{"label":"High-net-worth individuals","clients":36,"regulatoryAum":4608951617},{"label":"Charitable organizations","clients":8,"regulatoryAum":1999921760}],"feePrograms":[{"role":"main","program":"Asset-based advisory fee","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053905","versionId":1053905,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-08-04","documentName":"GREYCOURT & CO., INC. PART 2A BROCHURE","fee_rate_low":null,"fee_rate_high":0.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":400000},{"role":"other","program":"Project-based fees","summary":"Project fees for research, performance reporting and consulting are fixed and negotiated, with 50% of the fee typically received as a retainer at the start of the engagement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053905","versionId":1053905,"submittedOn":"2026-08-04","documentName":"GREYCOURT & CO., INC. PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T03:34:24.710048+00:00","documents":[{"name":"GREYCOURT & CO., INC. PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053905","versionId":1053905,"submittedOn":"2026-08-04"}]},"custodians":[{"name":"BNY Mellon Capital Markets, LLC","shortName":"BNY Mellon Capital Markets","location":"New York, NY","smaAssets":1100234744},{"name":"Northern Trust Securities, Inc.","shortName":"Northern Trust Securities","location":"Chicago, IL","smaAssets":4103900512},{"name":"J.P. Morgan Securities LLC","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":761605643}],"custodyNote":"Greycourt does not have custody of client assets.","leadership":[{"name":"Matthew Litwin","title":"Chief Executive Officer & Managing Director","crd":"2799342"},{"name":"David Wells","title":"President and Managing Director","crd":"4808556"},{"name":"Jill Grenda","title":"Chief Compliance Officer","crd":"4442470"},{"name":"Jeffrey Moyer","title":"Managing Director","crd":"8324123"},{"name":"Gretchen Shoup","title":"Chief Administrative Officer & Managing Director","crd":"5838914"},{"name":"Jared Zeigler","title":"Managing Director","crd":"4606977"}],"ownership":[{"label":"Matthew Litwin","detail":"Chief executive officer & managing director in the 10% to 25% ownership band and a control person, since July 2021. Also a owner of Greycourt Management LLC in the 25% to 50% band and a control person, since July 2026."},{"label":"David Wells","detail":"President and managing director in the 10% to 25% ownership band and a control person, since December 2024."},{"label":"Greycourt Management LLC","detail":"Owner in the 25% to 50% ownership band and a control person, since July 2026."},{"label":"Jeffrey Moyer","detail":"Managing director in the 10% to 25% ownership band and a control person, since January 2022."},{"label":"Jared Zeigler","detail":"Managing director in the 5% to 10% ownership band and a control person, since January 2022."},{"label":"Gregory Curtis","detail":"Indirect owner: a owner of Greycourt Management LLC in the 25% to 50% band and a control person, since July 2026.","parent":"Greycourt Management LLC"},{"label":"Gregory Friedman","detail":"Indirect owner: a owner of Greycourt Management LLC in the 25% to 50% band and a control person, since July 2026.","parent":"Greycourt Management LLC"}],"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Oregon","offices":1,"addresses":[{"street":"4380 S Macadam Avenue","city":"Portland"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"116 15th Street, Suite 702","city":"Pittsburgh","headquarters":true}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"95 White Bridge Road","city":"Nashville"}]},{"state":"Texas","offices":1,"addresses":[{"street":"200 Concord Plaza","city":"San Antonio"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"412-361-0100","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"26-50","assetMix":[{"label":"U.S. government/agency bonds","percent":6},{"label":"Securities issued by registered investment companies or business development companies","percent":50},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":36},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"4 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111936/PDF/111936.pdf","brochureDate":"4 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053905","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Greycourt have?","answer":"Greycourt has 44 clients and manages $6.61 billion for them, as of August 2026. They include 36 high-net-worth individuals and 8 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Greycourt offer?","answer":"Greycourt provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, 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 Greycourt charge?","answer":"Greycourt charges up to 0.50% a year for its Asset-based advisory fee. The fee is billed in advance, is negotiable and has a $400,000 annual minimum.","source":"GREYCOURT & CO., INC. PART 2A BROCHURE, filed 4 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Greycourt use?","answer":"Greycourt’s separately managed account assets are held at Northern Trust Securities, Inc. (Chicago, IL), with $4.1B, BNY Mellon Capital Markets, LLC (New York, NY), with $1.1B and J.P. Morgan Securities LLC (New York, NY), with $762M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Greycourt have?","answer":"Greycourt has 1 investment adviser representative registered with state securities authorities, out of 37 employees, and 19 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Greycourt invest in?","answer":"At the end of its last fiscal year, Greycourt’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 36% pooled vehicles (private funds and similar), 7% cash and equivalents and 6% U.S. government and agency 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 Greycourt?","answer":"Greycourt is owned through a holding company by Gregory Curtis and Gregory Friedman. Its direct owners are Matthew Litwin, David Wells, Greycourt Management LLC, Jeffrey Moyer and Jared Zeigler, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Greycourt get paid?","answer":"Greycourt is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Greycourt registered with the SEC?","answer":"Yes, Greycourt has been registered with the SEC as an investment adviser since 22 June 2001. Its CRD number is 111936 and its SEC file number is 801-60297.","source":"Form ADV Part 1A, Item 1, filed 4 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Greycourt?","answer":"Greycourt’s main office is at 116 15th Street, Suite 702, Pittsburgh, PA 15222-4214. Its phone number is 412-361-0100. Its website is greycourt.com.","source":"Form ADV Part 1A, Item 1.F, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}