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| Graybill Wealth Management Ltd
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|---|---|
| CRD # | 112046 |
| SEC # | 801-5921 |
| CIK # | 0001252007 |
| AUM | 525.8 M (2026-03-10) |
| 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) | |
|---|---|---|---|
| Alphabet Inc | 15.2 | ||
| Apple Inc | 14.0 | ||
| SPDR Gold Trust | 13.9 | ||
| Flextronics International Ltd | 9.0 | ||
| Amazon Com Inc | 8.7 | ||
| Microsoft Corp | 8.6 | ||
| United Technologies Corp /DE/ | 8.6 | ||
| Brookfield Asset Management Inc | 8.4 | ||
| Broadcom Inc | 8.0 | ||
| Johnson & Johnson | 7.2 | ||
| Thermo Fisher Scientific Inc | 7.2 | ||
| Synopsys Inc | 6.7 | ||
| ASML Holding NV | 6.7 | ||
| BlackRock Inc | 6.5 | ||
| General Electric Co | 6.2 | ||
| Automatic Data Processing Inc | 6.1 | ||
| United Rentals Inc /DE | 6.0 | ||
| Canadian Natural Resources Ltd | 6.0 | ||
| Abbott Laboratories | 5.9 | ||
| Williams Companies Inc | 5.8 | ||
| GE Vernova Inc | 5.8 | ||
| Visa Inc | 5.6 | ||
| Uber Technologies Inc | 5.4 | ||
| Boeing Co | 5.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 73.5 |
| (b) Individuals (high net worth individuals) | 101 | 436.3 |
| (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 | 7.9 |
| (h) Charitable organizations | 0 | 7.3 |
| (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 | 650 | 525.8 |
| By Discretionary | ||
| Discretionary | 616 | 505.4 |
| Non-Discretionary | 34 | 20.3 |
| Total | 650 | 525.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 524.7 | |
| Total | 650 | 525.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001252007] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
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