GREYLIN INVESTMENT MANAGEMENT

GREYLIN INVESTMENT MANAGEMENT INC Legal Name

Adviser information for GREYLIN INVESTMENT MANAGEMENT last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 828 $641.7M
Non-Discretionary 0 $0
Total 828 $641.7M

Clients

Type Number RAUM
Individuals 142 $31.8M
HNW Individuals 138 $573.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $36.1M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-42843
SEC ERA File Number 801-42843
SEC CIK Numbers 1158583
SEC CRD Numbers 109831, 109831
Legal Entity Identifier None

Principal Office

12490 GREYLIN WAY
ORANGE
VA
United States
Monday - Friday, 8 AM TO 6 PM
Tel: 540-661-0191, Fax: 972.767.3822

Chief Compliance Officer

D. GREGORY PARKINSON
PRESIDENT
12490 GREYLIN WAY
ORANGE
VA
United States
Tel: 540.661.0191
Fax: 972.767.3822
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PARKINSON, DAVID, GREGORY Individual CFO, CEO, CHIEF COMPLIANCE OFFICER 12/1992 > 75%

No. Employees, Historic

10502020202120222023202420251 on 3/31/20201 on 3/10/20211 on 3/30/20211 on 3/23/20221 on 3/26/20231 on 3/27/20231 on 3/29/20241 on 3/29/2024

RAUM, Historic

700M350M0202020212022202320242025491530632 on 3/31/2020491530632 on 3/10/2021473190975 on 3/30/2021562640116 on 3/23/2022600541104 on 3/26/2023600541104 on 3/27/2023641695537 on 3/29/2024641695537 on 3/29/2024

No. Clients, Historic

4002000202020212022202320242025291 on 3/31/2020291 on 3/10/2021312 on 3/30/2021296 on 3/23/2022285 on 3/26/2023285 on 3/27/2023282 on 3/29/2024282 on 3/29/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 5M 53K
ABBOTT LABS COM 455K 4K
ALIBABA GROUP HLDG LTD SPONSORED ADS 8M 105K
ALLY FINL INC COM 10M 252K
ALTRIA GROUP INC COM 10M 215K
AMERICAN EXPRESS CO COM 486K 2K
AMGEN INC COM 5M 15K
APPLE INC COM 4M 17K
AT&T INC COM 198K 10K
BANK AMERICA CORP COM 10M 252K
BERKSHIRE HATHAWAY INC DEL CL B NEW 215M 528K
BRITISH AMERN TOB PLC SPONSORED ADR 5M 162K
CAPITAL ONE FINL CORP COM 546K 4K
CARDINAL HEALTH INC COM 2M 18K
CATERPILLAR INC COM 350K 1K
CHECK POINT SOFTWARE TECH LT ORD 2M 12K
CHEVRON CORP NEW COM 6M 39K
CISCO SYS INC COM 3M 56K
COCA COLA CO COM 5M 73K
COMCAST CORP NEW CL A 275K 7K
CONAGRA BRANDS INC COM 442K 16K
CONOCOPHILLIPS COM 9M 78K
CSX CORP COM 500K 15K
DEVON ENERGY CORP NEW COM 677K 14K
ELI LILLY & CO COM 6M 7K
ENTERPRISE PRODS PARTNERS L COM 210K 7K
EXXON MOBIL CORP COM 58M 502K
FEDEX CORP COM 8M 26K
GENERAC HLDGS INC COM 2M 12K
GENERAL MLS INC COM 228K 4K
GILEAD SCIENCES INC COM 4M 54K
HELMERICH & PAYNE INC COM 929K 26K
HOME DEPOT INC COM 4M 13K
HONEYWELL INTL INC COM 737K 3K
ILLINOIS TOOL WKS INC COM 562K 2K
IMMERSION CORP COM 152K 16K
INTEL CORP COM 32M 1M
INTERNATIONAL BUSINESS MACHS COM 4M 26K
INTERPUBLIC GROUP COS INC COM 479K 16K
ISHARES TR MSCI EAFE ETF 267K 3K
JAZZ PHARMACEUTICALS PLC SHS USD 966K 9K
JOHNSON & JOHNSON COM 11M 76K
JPMORGAN CHASE & CO. COM 1M 6K
KRAFT HEINZ CO COM 5M 164K
LOWES COS INC COM 4M 17K
M & T BK CORP COM 742K 5K
MCDONALDS CORP COM 257K 1K
MCKESSON CORP COM 411K 703
MERCK & CO INC COM 5M 44K
MICROSOFT CORP COM 235K 525
NETAPP INC COM 2M 17K
NORDIC AMERICAN TANKERS LIMI COM 4M 1M
NUSCALE PWR CORP CL A COM 410K 35K
NXP SEMICONDUCTORS N V COM 2M 8K
OCCIDENTAL PETE CORP *W EXP 08/03/202 32M 774K
OCCIDENTAL PETE CORP COM 8M 123K
ORGANON & CO COMMON STOCK 17M 809K
PEPSICO INC COM 1M 8K
PFIZER INC COM 9M 339K
PHILIP MORRIS INTL INC COM 296K 3K
PHILLIPS 66 COM 946K 7K
PROCTER AND GAMBLE CO COM 445K 3K
QUALCOMM INC COM 33M 166K
RESTAURANT BRANDS INTL INC COM 968K 14K
RIO TINTO PLC SPONSORED ADR 987K 15K
ROCKET COS INC COM CL A 5M 356K
RTX CORPORATION COM 2M 16K
SABINE RTY TR UNIT BEN INT 587K 9K
SKYWORKS SOLUTIONS INC COM 210K 2K
SMUCKER J M CO COM NEW 243K 2K
SOUTHERN CO COM 380K 5K
SYNCHRONY FINANCIAL COM 307K 6K
TESLA INC COM 2M 8K
TEXAS INSTRS INC COM 778K 4K
TYSON FOODS INC CL A 238K 4K
UNITED THERAPEUTICS CORP DEL COM 430K 1K
US BANCORP DEL COM NEW 6M 155K
VIATRIS INC COM 7M 676K
WALGREENS BOOTS ALLIANCE INC COM 9M 705K
WESBANCO INC COM 219K 8K
WISDOMTREE TR INTL EQUITY FD 232K 4K
ZIMMER BIOMET HOLDINGS INC COM 219K 2K