Wealth manager, independent · Pittsburgh, PA
Greycourt & Co., Inc.
Greycourt LLC · SEC-registered investment adviser · CRD 111936 · SEC 801-60297
At a glance
Greycourt & Co., Inc. is an SEC-registered investment adviser based in Pittsburgh, Pennsylvania, with $6.6B in regulatory assets under management as of its Form ADV filed August 4, 2026. It reports 36 individual clients, 36 of them high-net-worth, holding an average of about $128 million each, and 37 employees. That ranks it 160th among the nation’s 5,657 independent wealth management RIAs and 10th of 260 in Pennsylvania. It reports 3 custodians for its clients’ separately managed accounts: Northern Trust, BNY and J.P. Morgan.
Main office 412-361-0100greycourt.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $6.6B
- Rank among independent wealth managers
- #160 of 5,657
- Rank among all SEC RIAs
- #1,765 of 17,210
- Rank in Pennsylvania
- #10 of 260
- Individual clients
- 36
- High-net-worth clients
- 36
- Accounts
- 44
- Discretionary
- 1% of AUM
- Employees
- 37
- Advisory staff
- 19
- Offices
- 4
Owners and executives on its Form ADV
- Gretchen M. ShoupChief Administrative Officer & Managing Director
- Matthew D. LitwinChief Executive Officer & Managing Director
- Jill M. GrendaChief Compliance Officer
- David C. WellsPresident and Managing Director
- Jeffrey E. MoyerManaging Director
- Jared J. ZeiglerManaging Director
Custody and brokerage
Broker-dealer
No broker-dealer ties
Greycourt & Co., Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 36 | $4.6B | 70% |
| Charitable organizations | 8 | $2.0B | 30% |
Disciplinary disclosures
Greycourt & Co., Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗greycourt.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 629 peers of its type and size
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- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Hbks Wealth AdvisorsErie | $7.7B | 7,344 |
| Miller Investment Management, LPWest Conshohocken | $7.1B | 155 |
| Prowell Financial Management, LLCExton | $6.9B | 57 |
| PitcairnConshohocken | $5.9B | 330 |
| Waldron Private WealthBridgeville | $5.5B | 517 |
| Legacy Advisors, LLCPlymouth Meeting | $5.2B | 306 |
Background
Questions
How much does Greycourt & Co., Inc. manage?
Greycourt & Co., Inc. reports $6.6B in regulatory assets under management across 44 accounts, 1% of it on a discretionary basis, on its Form ADV filed August 4, 2026.
How many clients does Greycourt & Co., Inc. have?
It reports 36 individual clients: 36 high-net-worth individuals and 0 other individuals. Individuals account for about 70% of its regulatory assets.
Where is Greycourt & Co., Inc. headquartered?
Its main office is in Pittsburgh, Pennsylvania. It reports 4 offices in total and 37 employees, 19 of whom perform investment advisory functions.
How does Greycourt & Co., Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Greycourt & Co., Inc. use?
It reports 3 custodians for its clients’ separately managed accounts: Northern Trust, BNY and J.P. Morgan. On Schedule D of its Form ADV filed August 4, 2026, it reports these amounts held: Northern Trust ($4.1B); BNY ($1.1B); J.P. Morgan ($762M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Greycourt & Co., Inc. a hybrid RIA with a broker-dealer?
Greycourt & Co., Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Greycourt & Co., Inc. a fiduciary?
As an SEC-registered investment adviser, Greycourt & Co., Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Greycourt & Co., Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →