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 formed in 2021 and organized as an LLC with individual ownership. The firm positions itself as a capital allocator serving both individual/family and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars/workshops. The firm is not identified as an active ESG investor. Industry affiliations listed include roles as accountant and sponsor, general partner, and managing member of pooled investment vehicles. Citywire recognized Grey Fox in 2024 as one of its "50 Growers Across America."
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 11ELLEN 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 81Active vs passive
$465M in ETFs
99%
$462M
1%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $69M | 351,488 | 14.84% |
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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