Ellen Powers has been an investment adviser representative at Grey Fox Wealth Advisors since September 2022, and is not listed among the firm’s executive officers or direct owners. Ellen Powers holds a Bachelor's degree in History from Brown University and a Master's degree in Business Administration, concentration in finance and investments from The George Washington University.
Grey Fox Wealth Advisors, LLC is a Rockland, DE firm with $699M under management, 335 clients and 8 advisers in one office, as of its March 2026 filing.
Ellen Powers is an Advisor at Grey Fox Wealth Advisors. She joined the firm in 2022. She formerly founded Ascend Investment Management in 2006 and, before that, managed assets at Davidson Capital Management, Bank of America, and Mellon Bank.
Ellen Powers’ longest registration is the current one, 10 years at Ellen Powers Consulting Inc. since 2016. Before joining Grey Fox Wealth Advisors in 2022, Ellen Powers was registered through Ascend Investment Management, Inc. and Davidson Capital Management.
- – present · 4 yearsRockland, DE · Adviser representative · Firm CRD 307172
- Ellen Powers Consulting Inc.Also current– present · 10 yearsRockland, DE · Adviser representative · Firm CRD 141130
- Ascend Investment Management, Inc.– · 9 yearsGlen Mills, PA · Adviser representative · Firm CRD 141130
- Davidson Capital Management– · 6 yearsDevon, PA · Adviser representative · Firm CRD 106271
Professional designations
Listed by Grey Fox Wealth Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Ellen Powers is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from March 2016; the most recent is Texas, in May 2024.
- DelawareSince 14 March 2016
- PennsylvaniaSince 15 March 2016
- TexasResidentSince 15 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 21 January 1983 |
| Series 7 | General Securities Representative Examination | 19 December 1981 |
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- CRD
- 1023784
- Firm
- Grey Fox Wealth Advisors · CRD 307172
- Office
- 100 SOUTH ROCKLAND FALLS ROAD, Rockland, DE 19732
- Registration
- Investment adviser registration
- In the industry since
- March 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greyfoxwealth.com
Where does Ellen Powers work?
Ellen Powers is an investment adviser representative registered through Grey Fox Wealth Advisors, LLC since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Ellen Powers a financial advisor?
Yes. Ellen Powers has a current investment-adviser registration in Delaware, Pennsylvania and Texas, through Grey Fox Wealth Advisors since September 2022.
How many years of experience does Ellen Powers have?
Ellen Powers has 26 years in the financial industry, since March 2000, across 3 adviser firms.
What exams has Ellen Powers passed?
Ellen Powers has passed 2 licensing exams: the Series 7 and Series 3. The earliest, the Series 7, was passed in December 1981.
Where did Ellen Powers work before Grey Fox Wealth Advisors?
Before Grey Fox Wealth Advisors, Ellen Powers was registered through Ascend Investment Management, Inc., August 2006 to December 2015; Davidson Capital Management, January 2000 to September 2006.
Where is Ellen Powers based?
Ellen Powers’ registered office is in Rockland, DE.
Is Ellen Powers registered with FINRA?
No. Ellen Powers has no current broker registration.
Is Ellen Powers a CFA charterholder?
Grey Fox Wealth Advisors lists Ellen Powers with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Ellen Powers’ record?
Search CRD 1023784 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ellen Powers’ full registration record.
