# GRAYBILL WEALTH MANAGEMENT, LTD.

GRAYBILL WEALTH MANAGEMENT, LTD. of ELMHURST, IL is an SEC-registered investment adviser.

## Registration

- CRD: 112046
- Type: SEC-registered investment adviser
- SEC file number: 801-5921
- Location: 135 S COTTAGE HILL AVE, ELMHURST, IL, 60126
- Phone: 630-941-9460
- Latest filing: 2026-03-10
- Regulatory AUM: $525.8M
- Discretionary AUM: $505.4M
- Non-discretionary AUM: $20.3M
- Clients: 5
- Accounts: 650

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Maxwell David | DIRECTOR | Brentwood, TN |
| Philip B Karlson | PRESIDENT, CCO | — |
| Donald M Canfield | EXECUTIVE VICE PRESIDENT | Elmhurst, IL |
| David Mclean Canfield | EXECUTIVE VICE PRESIDENT | — |
| DHEIN GARY RAYMOND | EXECUTIVE VICE PRESIDENT | — |
| BARTZ STEVEN M | PRESIDENT | — |
| AHMED TALATH A | CHEIF OPERATIONS OFFICER; OPERATIONS OFFICER | — |
| KARLSON PHILIP B | CHEIF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT (+1 more) | — |
| CANFIELD DONALD M | EXECUTIVE VICE PRESIDENT | — |
| GRAYBILL ROBERT WAYNE | CHAIRMAN | — |
| Canfield David McLean | EXECUTIVE VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112046/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112046/similar
- Related entities: https://search.stillhousedata.com/firm/112046/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112046

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.