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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-02-2020
- Office Locations
- 2
Office Locations
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).
Reported data analysis
What the numbers show
Between September 12, 2025 and March 24, 2026, reported AUM increased 28.4%, from $544.1M to $698.8M.
Across 5 reported observations, AUM increased 363.7% between October 6, 2022 and March 24, 2026, from $150.7M to $698.8M.
Of the latest reported AUM, 85.0% is discretionary and 15.0% is non-discretionary.
The firm reports 8 advisory representatives and 335 clients, or 41.9 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Grey FOX Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KEVIN JAN DOMBROWSKI
Partner
- CRD
- #6873509
- Ownership
- 50% but less than 75%
THEODORE JAMES LAUZEN
PARTNER
- CRD
- #6773478
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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RYAN PATRICK BONNER
--
- CRD
- #7047545
Bryce Cleveland
Partner, Grey Fox Tax Advisors
- CRD
- #7322977
Showing 2 of 11 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Grey FOX Wealth Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Grey FOX Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.