Gregory Lyle & Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$141,664,746
Clients
56
Advisors
1
of 1 employees
About
The firm provides personalized investment supervisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and also serves corporations and other business entities; a majority of its clients are individuals. It manages client accounts on a discretionary basis under limited trading authorization and generally accepts accounts at a modest minimum size.
Investment decisions are driven by fundamental analysis, with a primary emphasis on long-term common equity investments based on forecasted free cash flow and perceived asset values; the firm typically constructs concentrated portfolios of about 12–20 stocks rather than seeking broad market replication. It may also use short-term trades, option writing as a hedging tool, and temporary money-market positions, and it accepts client-imposed restrictions on securities or sectors.
What is distinctive about the firm is its relatively large asset base for a single-adviser practice—managing approximately $192 million across a small client roster—which is uncommon among independent solo advisers. The firm’s principal is legally trained and provides limited legal and tax advice to clients in addition to investment management, and the practice explicitly includes corporate/business clients alongside individual investors.
Client services
Expertise
Fee options
Fixed fees are possible and fees are negotiable
0.10% quarterly (equivalent to 0.40% annually), plus a $125 account fee quarterly
Hourly or fixed rate advice available for securities not under direct management
Account minimum: $250,000 Minimum fee: $125 account fee computed and payable quarterly in advance
Main office
Sun Valley ID
Advisors at this office
1
Most active in
Idaho · Washington
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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