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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

GOODPASTURE GRAY

GRAY, WILLIAM, LOYD, JR., CRD 108916

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a53d2003-5060-d06f-b6c5-3d2fdf1a3780

Data as of Mar 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 6
On other graphs: 0
Observed: Mar 15, 2012 to Mar 26, 2025
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $311MItem 5.F on the latest filing (2025-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $311M
Private client RAUM: $290MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 328
Individual clients: 85
High net worth clients: 13
SEC number: 801-99372
CRD: 108916
Filings on the tape: 31
First filed: Mar 15, 2012
Latest filed: Mar 26, 2025
Organised: Sole Proprietorship, TN

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GRAY, WILLIAM, LOYD	SOLE PROPRIETOR/PRINCIPAL/CHIEF COMPLIANCE OFFICER	E	yes	08/2007	Mar 15, 2012	Oct 30, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 26, 2025	$311M	$311M	2	2	2	n/a	n/a
2023	Mar 25, 2024	$192M	$192M	2	2	1	n/a	n/a
2022	Mar 10, 2023	$193M	$193M	2	2	1	n/a	n/a
2021	Mar 25, 2022	$260M	$260M	1	1	0	n/a	n/a
2020	Mar 25, 2021	$232M	$232M	1	1	0	n/a	n/a
2019	Mar 28, 2020	$299M	$299M	2	1	0	n/a	n/a
2018	Mar 15, 2019	$135M	$135M	2	2	1	n/a	n/a
2017	Mar 20, 2018	$166M	$166M	2	2	2	n/a	n/a
2016	Mar 24, 2017	$142M	$142M	2	2	n/a	n/a	n/a
2015	Mar 29, 2016	$139M	$139M	2	2	n/a	n/a	n/a
2011	Mar 15, 2012	$43.8M	$43.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$311M	$192M	61.7%	$260M	6.1%	2	2	2	1

Relationships

Registered with (4)

← William Loyd GrayAdvisorregistration: previous registration
Apr 21, 2003 to Dec 3, 2025factForm ADV
← Christopher Robin BrophyAdvisorregistration: previous registration
Sep 8, 2022 to Dec 3, 2025factForm ADV
← WESTON MYLES NEWMANAdvisorregistration: previous registration
Oct 5, 2017 to Feb 24, 2020factForm ADV
← WILLIAM LOYD GRAYAdvisorregistration: previous registration
Sep 15, 2011 to Jan 27, 2012factForm ADV

Controls (1)

← GRAY, WILLIAM, LOYDOwnerSOLE PROPRIETOR/PRINCIPAL/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 15, 2012 to Oct 30, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 3, 2025
Advisor changed firm
Christopher Robin Brophy left Goodpasture Gray for Americana Partners, Llc (registered 2025-10-03)
Form ADVobserved 4 days ago
Occurred
Dec 3, 2025
Advisor changed firm
William Loyd Gray left Goodpasture Gray for Americana Partners, Llc (registered 2025-10-03)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2025
Regulatory AUM changed
Goodpasture Gray reported RAUM $311.0M, up 62% from $192.3M (2024-10-30 to 2025-03-26)
Form ADVobserved 4 days ago
$119M
Occurred
Mar 28, 2020
Regulatory AUM changed
Goodpasture Gray reported RAUM $298.9M, up 122% from $134.6M (2019-04-23 to 2020-03-28)
Form ADVobserved 4 days ago
$164M
Occurred
May 29, 2015
First Form ADV filing
Goodpasture Gray filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Goodpasture Gray no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $311.0M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a53d2003-5060-d06f-b6c5-3d2fdf1a3780
First observed: Mar 15, 2012
Last observed: Mar 26, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GOODPASTURE GRAY

GRAY, WILLIAM, LOYD, JR., CRD 108916

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a53d2003-5060-d06f-b6c5-3d2fdf1a3780

Data as of Mar 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRAY, WILLIAM, LOYD

SOLE PROPRIETOR/PRINCIPAL/CHIEF COMPLIANCE OFFICER

yes

08/2007

Mar 15, 2012

Oct 30, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 26, 2025

$311M

n/a

2023

Mar 25, 2024

$192M

n/a

2022

Mar 10, 2023

$193M

n/a

2021

Mar 25, 2022

$260M

n/a

2020

Mar 25, 2021

$232M

n/a

2019

Mar 28, 2020

$299M

n/a

2018

Mar 15, 2019

$135M

n/a

2017

Mar 20, 2018

$166M

n/a

2016

Mar 24, 2017

$142M

n/a

2015

Mar 29, 2016

$139M

n/a

2011

Mar 15, 2012

$43.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$311M

$192M

61.7%

$260M

6.1%