Grey Fox Wealth Advisors, LLC

Overview

Grey Fox Wealth Advisors, LLC is an SEC registered investment adviser based in Rockland, DE, registered since 2020. It reports $699M in assets under management across 1,309 accounts, with 11 employees. It has 10 investment adviser representatives.

Reported AUM

$699M

Discretionary

85%

Accounts

1,309

Average account

$534K

Employees

11

Advisory reps

10

Registered since

2020

Jurisdictions

13

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Daniel Joseph McGlinn Director of Operations, Chief Compliance Officer CRD 7807671
• Kevin Jan Dombrowski Partner CRD 6873509
• Theodore James Lauzen Partner CRD 6773478

Advisory reps 3 of 10

• Ryan Patrick Bonner Investment Adviser Rep CRD 7047545
• Bryce Cleveland Investment Adviser Rep CRD 7322977
• Kevin Jan Dombrowski Investment Adviser Rep CRD 6873509

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

100 S Rockland Falls Rd
Rockland, DE 19732

County

New Castle

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

South

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: greyfoxwealth.com

Every state, with registration dates

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