Updated:
Grey Fox Wealth Advisors
Grey Fox Wealth Advisors is an SEC-registered investment adviser in Rockland, DE, registered since 2021. The firm manages $699 million in assets, with $594...
Grey Fox Wealth Advisors
Grey Fox Wealth Advisors is an SEC-registered investment adviser in Rockland, DE, registered since 2021. The firm manages $699 million in assets, with $594 million on a discretionary basis. It has 11 employees and 8 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Rockland
Corporate office
Rockland, MA, United States
Frequently asked questions
Is Grey Fox Wealth Advisors a single-family office?
No. Grey Fox operates as a registered investment advisor serving multiple private clients rather than a single-family office managing one family's wealth. Its SEC registration as an RIA confirms it serves external clients, with no public indication of a single-family mandate.
How does Grey Fox Wealth Advisors structure its client portfolios?
The firm provides discretionary portfolio management, meaning it makes investment decisions on behalf of clients within agreed-upon parameters. It also offers financial planning and pension consulting services, per its regulatory filings, with allocations tailored to individual client circumstances rather than through pooled funds.
Does Grey Fox Wealth Advisors manage pooled investment vehicles?
No publicly available SEC filings indicate that Grey Fox sponsors or manages pooled investment vehicles such as mutual funds, hedge funds, or private equity funds. Its business appears limited to separately managed accounts for individual clients.
Where does Grey Fox Wealth Advisors custody client assets?
As a registered investment advisor, Grey Fox does not custody client assets directly. The firm likely uses third-party custodians such as Charles Schwab or Fidelity, which is standard for independent RIAs of its profile, though specific custodian relationships have not been publicly disclosed.
What regulatory body oversees Grey Fox Wealth Advisors?
The firm is registered with the U.S. Securities and Exchange Commission as an investment adviser, which requires it to file Form ADV annually, maintain a fiduciary duty to clients, and adhere to compliance program requirements under the Investment Advisers Act of 1940.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: