Graybill Wealth Management, Ltd.
- Regulatory AUM
- $526M
- Discretionary
- $505M
- Clients
- 269
- Avg AUM / client
- $2.0M
- Accounts
- 650
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 168 | $73.5M | 14.0% |
| High net worth individuals | 101 | $436M | 83.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.9M | 1.5% |
| Charitable organizations | Fewer than 5 clients | $7.3M | 1.38% |
| Corporations and other businesses | Fewer than 5 clients | $787K | 0.15% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Canfield, Donald, M | Executive Vice President | Jul 2017 (9y) | Less than 5% | |
| Karlson, Philip, B | President, Cco | Jul 2017 (9y) | 75% or more | |
| Canfield, David, Mc Lean | Executive Vice President | Sep 2019 (7y) | 10% – 25% | |
| Steven M Bartz | Registered representative | Feb 2004 (23y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $408M (78% of AUM) Mar 2026
- Charles Schwab & Co. $117M (22% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗