Wealth Manager
    SEC Registered
    Manages Private Funds

    Grey Fox Wealth Advisors, LLC

    Registered investment advisor · Rockland, Delaware · CRD #307172

    Assets Under Management
    $699M
    Client Accounts
    1,309
    Employees
    11
    CRD Number
    307172
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Grey Fox Wealth Advisors, LLC

    Grey Fox Wealth Advisors, LLC is an independent fiduciary firm founded in 2020, offering comprehensive financial planning and wealth management services. It focuses on estate, financial, and tax planning, with a lean team providing personalized, transparent solutions. The firm is registered with the SEC.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Grey Fox Wealth Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Grey Fox Wealth Advisors, LLC's AUM?

    Grey Fox Wealth Advisors, LLC reports approximately $699M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Grey Fox Wealth Advisors, LLC headquartered?

    Grey Fox Wealth Advisors, LLC is headquartered in Rockland, Delaware.

    What is Grey Fox Wealth Advisors, LLC's CRD number?

    Grey Fox Wealth Advisors, LLC's CRD number is 307172. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Grey Fox Wealth Advisors, LLC manage?

    Grey Fox Wealth Advisors, LLC manages approximately 1,309 client accounts according to its latest SEC filing.

    Is Grey Fox Wealth Advisors, LLC SEC registered?

    Yes, Grey Fox Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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