Josh T. Graybill

BRISTLECONE VALUE PARTNERS

Los Angeles, CA 90025

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CRD#: 5655874

Professional summary

Josh Todd Graybill, who also goes by Joshua Todd Graybill, is a registered financial advisor currently at BRISTLECONE VALUE PARTNERS, LLC located in Los Angeles, California.

Josh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Josh has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Todd Graybill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josh Todd Graybill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 14, 2011 - Present

BRISTLECONE VALUE PARTNERS, LLC

Office #1: 12301 Wilshire Boulevard Suite 320, Los Angeles, CA 90025

RIA

CRD#: 128117

Los Angeles, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRISTLECONE VALUE PARTNERS, LLC

CRD#: 128117 / SEC#: 801-81088

RIA

Registered Investment Advisory firm - (3/9/2015 Approved)

California

Registered Investment Advisory firm - (4/16/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/14/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BRISTLECONE VALUE PARTNERS, LLC

CRD#: 128117 / SEC#: 801-81088

RIA

Registered Investment Advisory firm - (3/9/2015 Approved)

California

Registered Investment Advisory firm - (4/16/2015 Terminated)

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Contact information

Main Address

12301 Wilshire Boulevard Suite 320, Los Angeles, CA 90025

Mailing Address

Phone number

(310) 806-4141

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRISTLECONE VALUE PARTNERS, LLC ADV BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	323
AUM (Assets Under Management)	$ 156,100,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Josh T. Graybill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josh Todd Graybill's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRISTLECONE VALUE PARTNERS, LLC

Primary Firm SEC Registration

BRISTLECONE VALUE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Current Firm

BRISTLECONE VALUE PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRISTLECONE VALUE PARTNERS, LLC

TRUST BUT VERIFY

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