Grey Fox Wealth Advisors, LLC
Grey Fox Wealth Advisors, LLC is an independent fiduciary wealth management and multi-family office firm headquartered in Rockland, Delaware. The firm provides comprehensive, practical, and consultative wealth solutions tailored to the long-term success of small business owners, executives, high-net-worth individuals, and their families. The company serves clients nationwide with a client-focused and solutions-oriented approach. As of 2025, Grey Fox Wealth Advisors has approximately 9 employees and has received national industry recognition for its rapid growth and high standards.
Investment Strategy
Grey Fox Wealth Advisors, LLC delivers fully customized allocation strategies spanning both public and private markets, designed for the unique needs of business owners, executives, and wealthy families. The firm integrates traditional investment management with multi-family office services, maintaining an independent fiduciary approach that emphasizes client-centric solutions and long-term wealth preservation. They prioritize risk-adjusted returns and coordinated financial planning to support generational wealth and complex financial goals.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | Vanguard Value ETF | 13.02% | $54.6M | 307,431 | $153.71 | $176.74 | +$3.5M |
V VUG | Vanguard Growth ETF | 12.17% | $51.0M | 116,307 | $282.99 | $438.40 | +$9.6M |
V VEA | Vanguard FTSE Developed Markets ETF | 8.26% | $34.7M | 607,866 | $47.43 | $57.01 | +$5.6M |
A AGG | iShares Core US Aggregate Bond ETF | 6.69% | $28.1M | 282,786 | $98.62 | $99.20 | -$534.2K |
V VBR | Vanguard Small Cap Value ETF | 5.36% | $22.5M | 114,766 | $174.61 | $195.01 | +$2.1M |