Grey Fox Wealth Advisors, LLC

RIASEC Registered

Total AUM

$699M

Discretionary

$594M

85% of AUM

Avg account

$534K

Accounts

1,309

Employees

Advisory reps

Firm details

Headquarters: Rockland, Delaware
CRD number: 307172
Registered since: August 2, 2021
Website: www.greyfoxwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI62.73%
Individuals16.67%
Pension & Profit Sharing Plans9.42%
Charitable Organizations9.02%
Corporations / Businesses2.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Grey Fox Wealth Advisors, LLC is an independent, owner-operated limited liability company that provides advisory services to both individual/family and institutional clients. The firm is registered with the SEC (registration year 2021) and describes itself as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars/workshops. Its fee arrangements include both a percentage-of-AUM model and fixed fees. Grey Fox does not identify as an active ESG investor. The firm was named to Citywire’s "50 Growers Across America" list in 2024. Industry affiliations indicate the firm can act as an accountant and sponsor and has roles as a general partner and managing member of pooled investment vehicles.