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| Happy Holidays!! thanks for using AUM13F!! |
| Graybill Wealth Management Ltd
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| CRD # | 112046 |
| SEC # | 801-5921 |
| CIK # | 0001252007 |
| AUM | $426.6 M (2025-02-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 630-941-9460 |
| Address | 135 S Cottage Hill Ave Elmhurst, IL 60126 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001252007 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.8 | ||
| Alphabet Inc | 12.0 | ||
| SPDR Gold Trust | 9.8 | ||
| Flextronics International Ltd | 9.6 | ||
| United Technologies Corp /DE/ | 9.5 | ||
| Microsoft Corp | 9.5 | ||
| Automatic Data Processing Inc | 8.6 | ||
| Brookfield Asset Management Inc | 8.5 | ||
| Synopsys Inc | 7.8 | ||
| Abbott Laboratories | 7.4 | ||
| General Electric Co | 7.3 | ||
| BlackRock Inc | 7.0 | ||
| Amazon Com Inc | 6.9 | ||
| Broadcom Inc | 6.8 | ||
| Woodward Governor Co | 6.7 | ||
| Williams Companies Inc | 6.6 | ||
| Uber Technologies Inc | 6.5 | ||
| VISA Inc | 6.0 | ||
| Fiserv Inc | 6.0 | ||
| United Rentals Inc /DE | 5.6 | ||
| Otis Worldwide Corp | 5.4 | ||
| Thermo Fisher Scientific Inc | 5.4 | ||
| J P Morgan Chase & Co | 5.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 59.0 |
| (b) Individuals (high net worth individuals) | 101 | 354.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.5 |
| (h) Charitable organizations | 0 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 588 | 426.6 |
| By Discretionary | ||
| Discretionary | 553 | 402.8 |
| Non-Discretionary | 35 | 23.9 |
| Total | 588 | 426.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 425.6 | |
| Total | 588 | 426.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001252007] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
John F Suby Wealth Management LLC
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WI | 0.4 |
|
Lisanti Capital Growth LLC
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NY | 0.4 |
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Sarver Vrooman Wealth Advisors LLC
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MO | 0.4 |
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Etesian Wealth Advisors Inc
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OR | 0.4 |
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Onyx Financial Advisors LLC
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ID | 0.4 |
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Tim Looney Investments LLC
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FL | 0.4 |
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Monte Financial Group LLC
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CT | 0.4 |
|
Acorn Creek Capital LLC
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|
CO | 0.4 |
|
MKD Wealth Coaches LLC
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|
MI | 0.4 |
|
Maltin Wealth Management Inc
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0.4 |