Graybill Wealth Management, Ltd.

Graybill Wealth Management provides discretionary investment supervisory services to individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, charitable institutions, foundations, endowments, and trust accounts. As of 12/31/2025 the firm reported about $525.8 million in assets under management across discretionary and non‑discretionary accounts.

The firm follows a fundamental, research‑driven growth investing approach that emphasizes companies with strong balance sheets, predictable cash‑flow generation, and sustainable earnings, while balancing equity exposure with intermediate‑term, high‑grade fixed income and income vehicles such as REITs and preferred stock. Graybill uses exchange‑traded funds to gain diversified or alternative exposure, phases new positions into portfolios over time (sometimes up to a year), and relies on institutional tools like Bloomberg Professional and SS&C Black Diamond for analysis, trading and reporting.

Noteworthy features include an atypically large amount of assets per advisor for a team firm and a long operating history dating to its investment newsletter in 1969 and portfolio management since 1974. The firm’s ADV also discloses the use of derivatives and borrowing in certain separately managed accounts and the practice of aggregating related accounts for fee calculation, indicating it implements some strategies and account structures that are less common among peers.