RIA Intel›Advisers›Florida›GREY RHODES ADVISORS, LLC

GREY RHODES ADVISORS, LLC

Advisory

PALM BEACH GARDENS, FL

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in FL

#1,673

of 2,610 advisers by AUM

Average account

$396K

across 110 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$44M

Discretionary AUM$53K

Non-Discretionary AUM$44M

Discretionary %0.1%

Total Clients43

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

43 clients

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

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