RIA Intel›Advisers›Virginia›GRAYELI INC

GRAYELI INC

Advisory

VA

Data as of Jan 5, 2026 · Source: SEC Form ADV

Average account

$245K

across 73 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$42K

Discretionary %99.8%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

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$18M

LEGACY WEALTH STRATEGIES, L.L.C.

$17M

UNITED MANAGEMENT CO LLC

$18M

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