Greythorne Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greythorne Advisors is a single-advisor registered investment adviser that provides ongoing portfolio management and related financial planning to individual and high-net-worth clients. The firm typically constructs investment policy statements and limits its recommendations to mutual funds, equities, fixed income securities and ETFs, including precious-metal ETFs.
The firm applies a mix of analytical approaches — including fundamental, technical, quantitative and modern portfolio theory — and pursues a long-term trading orientation tailored to each client’s goals and documented risk tolerance. Notably, Greythorne manages client accounts on a non-discretionary basis and does not accept investment or proxy voting discretion, so clients retain authority to approve transactions.
Compared with many independent peers, Greythorne’s assets under management are almost entirely non-discretionary, a characteristic that is uncommon among similar firms and that affects how services are delivered. The firm also participates in a third‑party insurance platform to make commission‑free insurance products available to clients (with disclosed potential conflicts), requires custody through Schwab Institutional, and does not aggregate block trades across client accounts.
Client services
Expertise
Fee options
$600 flat annual fee for certain clients, negotiable
$1 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 1.20%
Minimum fee: $600 flat annual fee for clients with CDs or mutual funds with minimal trading; fees are generally negotiable Fee-only: Portfolio management fees based on asset tiers and a fixed annual fee option; no commissions accepted
Main office
Lambertville NJ
Advisors at this office
1
Most active in
New Jersey · New York · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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