GRAYBILL WEALTH MANAGEMENT, LTD.

Advisory Business

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

Employees

Total Number of Employees	5
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
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	529	$350.5M
Non-Discretionary	31	$20.5M
Total	560	$371.0M

Clients

Type	Number	RAUM
Individuals	160	$58.0M
HNW Individuals	84	$301.0M
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	<5	$5.3M
Charitable organizations	<5	$5.5M
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	<5	$1.2M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-5921
SEC ERA File Number	801-5921
SEC CIK Numbers	1252007
SEC CRD Numbers	112046
Legal Entity Identifier	None

Principal Office

135 S COTTAGE HILL AVE
ELMHURST
IL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic