Greystone Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, and insurance. Financial planning was provided to 500 clients last fiscal year.
Greystone Financial Group reports 582 clients. They include 417 individual clients, 149 high-net-worth individuals, and 10 pension and profit-sharing plans. Of its assets, 92.9% ($460M across 1,240 accounts) are managed with discretion; $35.2M across 24 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 25% |
| High-net-worth individuals | 26% | 71% |
| Pension and profit-sharing plans | 2% | 3% |
| Charitable organizations | 0% | <1% |
| Corporations and other businesses | 1% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 417 | $126M | 25.5% | $302K |
| High-net-worth individuals | 149 | $349M | 70.6% | $2.34M |
| Pension and profit-sharing plans | 10 | $15.4M | 3.1% | $1.54M |
| Charitable organizations | Fewer than 5 | $4.28M | 0.9% | — |
| Corporations and other businesses | 6 | $0 | 0.0% | $0 |
| Total | 582 | $495M | 100% | — |
- Clients
- 417
- Regulatory AUM
- $126M
- AUM share
- 25.5%
- Avg. per client
- $302K
- Clients
- 149
- Regulatory AUM
- $349M
- AUM share
- 70.6%
- Avg. per client
- $2.34M
- Clients
- 10
- Regulatory AUM
- $15.4M
- AUM share
- 3.1%
- Avg. per client
- $1.54M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.28M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 582
- Regulatory AUM
- $495M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Greystone Financial Group charges 0.70%–1.50% a year for its Management Fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M–$5M | 1.00% |
| $5M–$10M | 0.90% |
| $10M–$20M | 0.80% |
| $20M and above | 0.70% |
Fee details and sources
Teammoss III, LLC owns 75% or more of Greystone Financial Group and is in turn owned by Todd Moss (75% or more). The leadership team of Greystone Financial Group includes Chief Compliance Officer Todd Moss. It has 8 employees, 3 of them in advisory roles.
Leadership
Todd MossChief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Greystone Financial Group, LLC
Teammoss III, LLC
Control person · since October 2021
- Owns 75% or more of Teammoss III, LLC
Todd Moss
Control person · since October 2021
Greystone Financial Group’s regulatory assets fell from $530M (March 2021) to $495M (March 2026); clients fell from 629 to 582 and employees from 14 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $495M | 582 | 8 | 3 |
| Mar 2025March 2025 | $1.03B | 856 | 20 | 5 |
| Mar 2024March 2024 | $1.03B | 831 | 21 | 5 |
| Mar 2023March 2023 | $565M | 701 | 16 | 3 |
| Mar 2022March 2022 | $618M | 655 | 16 | 3 |
| Mar 2021March 2021 | $530M | 629 | 14 | 3 |
Besides its headquarters, Greystone Financial Group has 2 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- 2450 Colorado Ave, Santa Monica
Michigan · 1 listed address
- 665 Hulet DR., Bloomfield HillsHQ
Texas · 1 listed address
- 5444 Westheimer, Houston
Contact and registration details
- Legal name
- Greystone Financial Group, LLC
- Headquarters
- 665 Hulet DR., Bloomfield Hills, MI 48302-0324
- Website
- greystonefg.com
- Phone
- 248-267-1270
- @greystone-financial-group-llc
- SEC file
- 801-117913
- Founded
- 2015
- Structure
- Michigan LLC
- Fiscal year end
- December
Greystone Financial Group’s named custodian for separately managed accounts is Charles Schwab ($463M). Greystone Financial Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $463M100%
At year end, Greystone Financial Group’s separately managed accounts were mostly in stocks (54%) and funds (38%). Its reported 13F holdings for the quarter ended 31 March 2026 total $353M across 78 positions; the largest are Vanguard BD Index Fds (6.2%), Vanguard Malvern Fds (5.0%) and Vanguard BD Index Fds (5.0%).
What the accounts hold
- Stocks54%
- Funds38%
- Cash3%
- Other5%
- Variable annuity5%
Reported 13F holdings
- $353M
- Reported 13F value
- 78
- Positions
- 38.3%
- In the 10 largest
- —
- Value vs. prior quarter
- Vanguard BD Index Fds · Short Trm Bond6.2%
- Vanguard Malvern Fds · Strm Infproidx5.0%
- Vanguard BD Index Fds · Intermed Term5.0%
- Vanguard BD Index Fds · Long Term Bond5.0%
- Vanguard Whitehall Fds · EM MK Gov BD ETF3.7%
- Chevron Corporation2.9%
- Apple Inc.2.9%
- Amgen Inc.2.6%
- Lockheed Martin Corp.2.6%
- JPMORGAN Chase & CO2.5%
Together, the ten largest are 38.3% of reported value.
How many clients does Greystone Financial Group have?
Greystone Financial Group has 582 clients and manages $495 million for them, as of March 2026. They include 417 individual clients, 149 high-net-worth individuals, and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Greystone Financial Group offer?
Greystone Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Greystone Financial Group charge?
Greystone Financial Group charges 0.70%–1.50% a year for its Management Fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Greystone Financial Group use?
Greystone Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $463M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Greystone Financial Group have?
Greystone Financial Group has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 3 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
What does Greystone Financial Group invest in?
At the end of its last fiscal year, Greystone Financial Group’s separately managed accounts held 54% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 5% other and 3% cash and equivalents. The 5% other category is described as: Variable Annuity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Greystone Financial Group?
Greystone Financial Group is owned through a holding company by Todd Moss. Its direct owner is Teammoss III, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Greystone Financial Group get paid?
Greystone Financial Group is paid through a percentage of assets under management. 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
How do I contact Greystone Financial Group?
Greystone Financial Group’s main office is at 665 Hulet DR., Bloomfield Hills, MI 48302-0324. Its phone number is 248-267-1270. Its website is greystonefg.com.