Grey Fox Wealth Advisors, LLC
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
FINTRXOverview
Grey Fox Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm combines financial planning with portfolio management, pension consulting, selection of other advisers and educational workshops. Its fee arrangements include percentage-of-AUM and fixed fees. Grey Fox is not positioned as an ESG-focused investor and does not present itself as a multi-state adviser; it also indicates roles such as accountant and sponsor, and acting as GP/managing member of pooled investment vehicles. The firm received a Citywire mention in 2024 as one of "50 Growers Across America."
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities9%
- US Government Bonds5%
- State & Local Bonds3%
- Private Funds3%
Contacts
3 of 11
Ellen Powers
Investment Adviser RepresentativeCRD 1023784
Daniel McGlinn
Director of OperationsCRD 7807671
Ryan Bonner
Director of OperationsCRD 7047545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$543M in ETFs
99%
$539M
1%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $79.3M | 364,086 | 14.61% |
Location
Rockland, DE
New Castle
Location
Rockland, DE
Headquartered in Rockland, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 100 S Rockland Falls Rd
- Time zone
- ET (UTC-5)
- Office locations
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