Grey Fox Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rockland, DE. Its latest Form ADV filing, dated March 24, 2026, reports $699M in regulatory assets under management, 11 employees, and 1,309 accounts.
Assets Under Management
$699M
Employees
11
Offices
--
Total Clients
335
Primary office
ROCKLAND, DE
100 SOUTH ROCKLAND FALLS ROAD, ROCKLAND, DE, United States
Top client segmentIndividuals represent 57.6% of total clients.
Top client categories% of clientsClients
1
Individuals
57.6%
193
2
HNWI
35.2%
118
3
Pension Plans
3.6%
12
4
Corporations
2.1%
7
5
Charitable
1.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$699Mas of March 24, 2026
Discretionary85.0%
$594M
85% of total RAUM85.0%
Non-discretionary15.0%
$105M
15% of total RAUM15.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$699M
Total Accounts1,309
10Y AUM Change+$584M (+510.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee30:1
10Y Employee Change+9 (+450.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.