$698.8M Total AUM
$594.2M Disc. AUM
36.6% 3Y CAGR
11 Employees
335 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-02-2020
- Office Locations
- 2
Office Locations
100 South Rockland Falls Road Rockland DE
-- Hinsdale IL
About Grey FOX Wealth Advisors, LLC
Grey Fox Wealth Advisors is an independent fiduciary RIA providing consultative wealth management for small business owners, executives, and their families. The team builds customized public- and private-market portfolios and coordinates multi-family office services for complex planning needs. Serves clients nationwide and was recognized in 2025 by AdvisorHub (Advisors to Watch) and InvestmentNews (Top Advisor).
Team overview
40 AVG AGE
$87.3M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
2.5 yrs AVG TENURE
11 Employees
8 Advisory Reps
9 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Catalyst vector Timber horizon
Client Personas
Unison vector Vital
Custodian
Focus
Investment Themes
Crest
Investment Vehicles
Bridge vertex Prime
Services
Horizon insight Quantum catalyst Value ember Alpha Momentum glacier Crest legacy Pioneer foundation
Owner & Executives
KEVIN JAN DOMBROWSKI
Partner
- CRD
- #6873509
- Ownership
- 50% but less than 75%
(274) 700-3150
legacy.summit@signalcapital.com
in linkedin.com/in/ember-fusion
T
THEODORE JAMES LAUZEN
PARTNER
- CRD
- #6773478
- Ownership
- 50% but less than 75%
(789) 671-6995
unison.fusion@legacycapital.com
in linkedin.com/in/peak-beacon
V
Vector signal
Signal delta timber
- CRD
- #84292
- Ownership
- 46.2%
(922) 709-8084
value.horizon@summitcapital.com
in linkedin.com/in/zenith-insight
Showing 2 of 3 owners & executives
Unlock allContacts
RYAN PATRICK BONNER
--
- CRD
- #7047545
(866) 542-2567
pathway.north@vitalcapital.com
in linkedin.com/in/pioneer-delta
Bryce Cleveland
--
- CRD
- #7322977
(797) 638-2664
timber.optima@pioneercapital.com
in linkedin.com/in/bridge-delta
B
Beacon meridian
Capital zenith
- CRD
- #99721
(905) 564-4014
harbor.prime@alphacapital.com
in linkedin.com/in/radial-meridian
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $594,227,120 | $489,076 |
| Non-Discretionary | $104,530,741 | $1,112,029 |
| Total | $698,757,861 | $533,810 |
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Separately Managed Accounts
Total SMA Asset: $698,757,861
Public Funds:
9.7% Equity - Exchange:
16.5% U.S. Government/Agency:
17.8% Municipal Bonds:
18.8% Private Funds:
12.1% Cash:
13.5% Corporate - Investment Grade:
11.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $574,948,235 | 9.7% |
| Equity - Exchange | $978,004,729 | 16.5% |
| U.S. Government/Agency | $1,055,059,647 | 17.8% |
| Municipal Bonds | $1,114,332,661 | 18.8% |
| Private Funds | $717,203,468 | 12.1% |
| Cash | $800,185,687 | 13.5% |
| Corporate - Investment Grade | $687,566,960 | 11.6% |
| Total | $5,927,301,387 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA SUMMIT | EAGLE CATALYST | SU7WY7X1V | UZD | 7.00% | $29,329,947 |
| NORTH RADIAL | VECTOR PRIME | E19CO35R2 | CYVJ | 5.75% | $2,668,454 |
| PATHWAY NORTH PRIME | MOMENTUM PATHWAY | 2NSP4YZLQ | ZYHK | 8.97% | $34,840,570 |
| INSIGHT ELEMENT RIDGE | ELEMENT INSIGHT | Z9G8BZLHF | JRV | 10.95% | $74,965,739 |
| GLACIER FOUNDATION | SIGNAL DELTA | 48N4KBHFD | JIP | 8.87% | $37,775,721 |
| ELEMENT ELEMENT RADIAL | NORTH FRONTIER | SS635VOUS | JDJN | 1.34% | $88,583,388 |
| PIONEER UNISON GLACIER | MOMENTUM FOCUS | 2NYIK6VFC | XQX | 2.73% | $31,265,653 |
| RADIAL PIONEER EAGLE | WAVE FRONTIER | MG8CIXMBI | DIGDD | 5.35% | $45,185,177 |