A complete list of active advisors currently associated with Grey Ledge Advisors, LLC

Warmer can help you find a great advisor at Grey Ledge Advisors, LLC or one who fits your needs even better.

Grey Ledge Advisors is an SEC‑registered investment adviser that serves individuals (including high‑net‑worth clients), employee benefit plans and certain financial institutions, including banks and thrift institutions. The firm provides discretionary portfolio management, financial planning, consulting, pension consulting and variable annuity sub‑account management, and may recommend or allocate client assets to unaffiliated third‑party investment managers. The firm builds client‑specific investment plans using written investment policy statements and by assessing objectives, risk tolerance and liquidity, and it treats cash as an asset class that may be held defensively when appropriate. Grey Ledge employs a mix of analytical methods—fundamental, technical and cyclical analysis—and uses both long‑ and short‑term strategies and third‑party sub‑advisers, with ongoing monitoring and reallocation of manager relationships as part of its oversight. Distinctively, Grey Ledge is a subsidiary of Ascend Bank and manages the bank’s equity investment account, and that bank affiliation and explicit servicing of banking/thrift clients are relatively uncommon among peer team firms; the brochure discloses this relationship and related controls intended to mitigate conflicts of interest. Operating as a multi‑advisor team overseeing over $600 million in client assets, the firm combines institutional relationships and platform arrangements (including custodial relationships with major custodians) with advisory services for individuals and plan sponsors.

To learn more about the advisors currently working at Grey Ledge Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.