Grey Fox Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Grey Fox Wealth Advisors reports 335 clients. They include 193 individual clients, 118 high-net-worth individuals, and 12 pension and profit-sharing plans. Of its assets, 85.0% ($594M across 1,215 accounts) are managed with discretion; $105M across 94 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 17% |
| High-net-worth individuals | 35% | 63% |
| Pension and profit-sharing plans | 4% | 9% |
| Charitable organizations | 1% | 9% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 193 | $116M | 16.7% | $603K |
| High-net-worth individuals | 118 | $438M | 62.7% | $3.71M |
| Pension and profit-sharing plans | 12 | $65.8M | 9.4% | $5.48M |
| Charitable organizations | 5 | $63.1M | 9.0% | $12.6M |
| Corporations and other businesses | 7 | $15.1M | 2.2% | $2.15M |
| Total | 335 | $699M | 100% | $2.09M |
- Clients
- 193
- Regulatory AUM
- $116M
- AUM share
- 16.7%
- Avg. per client
- $603K
- Clients
- 118
- Regulatory AUM
- $438M
- AUM share
- 62.7%
- Avg. per client
- $3.71M
- Clients
- 12
- Regulatory AUM
- $65.8M
- AUM share
- 9.4%
- Avg. per client
- $5.48M
- Clients
- 5
- Regulatory AUM
- $63.1M
- AUM share
- 9.0%
- Avg. per client
- $12.6M
- Clients
- 7
- Regulatory AUM
- $15.1M
- AUM share
- 2.2%
- Avg. per client
- $2.15M
Total
- Clients
- 335
- Regulatory AUM
- $699M
- AUM share
- 100%
- Avg. per client
- $2.09M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Grey Fox Wealth Advisors charges 0.30%–1.00% a year for its Investment advisory fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Fee-only financial planning and consulting projects are charged hourly at $450 to $550 per hour, paid in advance.
Theodore Lauzen owns 50% to 75% of Grey Fox Wealth Advisors. The leadership team of Grey Fox Wealth Advisors includes Chief Compliance Officer Daniel McGlinn. It has 11 employees, 8 of them in advisory roles.
Leadership
- Daniel McGlinnDirector of Operations and Chief Compliance Officer
- Theodore LauzenPartner
Kevin DombrowskiPartner
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 8 in advisory functions
- 9 state-registered reps
- Owns 50% to 75% of Grey Fox Wealth Advisors, LLC
Theodore Lauzen
Control person · since September 2019
- Owns 50% to 75% of Grey Fox Wealth Advisors, LLC
Kevin Dombrowski
Control person · since October 2020
Grey Fox Wealth Advisors’ regulatory assets grew 4.6× from $151M (May 2022) to $699M (March 2026); clients rose from 113 to 335 and employees from 3 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $699M | 335 | 11 | 1 |
| March 2025 | $544M | 276 | 9 | 1 |
| February 2024 | $383M | 255 | 5 | 1 |
| March 2023 | $274M | 286 | 5 | 1 |
| May 2022 | $151M | 113 | 3 | 1 |
Besides its headquarters, Grey Fox Wealth Advisors has 0 offices, with 1 listed address in Delaware.
Delaware · 1 listed address
- 100 South Rockland Falls Road, RocklandHQ
Contact and registration details
- Legal name
- Grey Fox Wealth Advisors, LLC
- Headquarters
- 100 South Rockland Falls Road, Rockland, DE 19732
- Website
- greyfoxwealth.com
- Phone
- 302-482-3211
- @grey-fox-wealth
- SEC file
- 801-122007
- Structure
- Delaware LLC
- Fiscal year end
- December
Grey Fox Wealth Advisors uses Charles Schwab ($169M) as custodian for its separately managed accounts. Grey Fox Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $169M100%
At year end, Grey Fox Wealth Advisors’ separately managed accounts were mostly in funds (81%). Its reported 13F holdings for the quarter ended 30 June 2026 total $637M across 179 positions; the largest are Vanguard Value ETF (12.4%), Vanguard Growth ETF (10.0%) and Vanguard FTSE Developed Markets ETF (9.2%).
What the accounts hold
- Stocks9%
- Funds81%
- Registered funds78%
- Pooled vehicles3%
- Bonds9%
- U.S. government and agency bonds5%
- State and local bonds3%
- Investment grade corporate bonds1%
- Cash1%
Reported 13F holdings
- $637M
- Reported 13F value
- 179
- Positions
- 59.8%
- In the 10 largest
- +23.0%
- Value vs. prior quarter
- Vanguard Value ETFETF12.4%
- Vanguard Growth ETFETF10.0%
- Vanguard FTSE Developed Markets ETFETF9.2%
- iShares Core US Aggregate Bond ETFETF5.2%
- Vanguard Intermediate Term Bond ETFETF5.0%
- Vanguard Small Cap Value ETFETF5.0%
- Vanguard Mid Cap ETF IVETF4.5%
- SPDR S&P 600 Small Cap Growth ETFETF3.4%
- Vanguard Short Term Cor BD ETF IVETF2.8%
- SPDR Index Shares Emerg Markt ETF IVETF2.3%
Together, the ten largest are 59.8% of reported value.
How many clients does Grey Fox Wealth Advisors have?
Grey Fox Wealth Advisors has 335 clients and manages $699 million for them, as of March 2026. They include 193 individual clients, 118 high-net-worth individuals, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Grey Fox Wealth Advisors offer?
Grey Fox Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Grey Fox Wealth Advisors charge?
Grey Fox Wealth Advisors charges 0.30%–1.00% a year for its Investment advisory fees. The fee is billed in advance and is negotiable.
Source: GREY FOX WEALTH DISCLOSURE BROCHURE, filed 24 March 2026
Which custodians does Grey Fox Wealth Advisors use?
Grey Fox Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $169M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Grey Fox Wealth Advisors have?
Grey Fox Wealth Advisors has 9 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Grey Fox Wealth Advisors invest in?
At the end of its last fiscal year, Grey Fox Wealth Advisors’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 5% U.S. government and agency bonds, 3% state and local bonds, 3% pooled vehicles (private funds and similar), 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Grey Fox Wealth Advisors?
Grey Fox Wealth Advisors’ direct owners are Theodore Lauzen (50% to 75%) and Kevin Dombrowski (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Grey Fox Wealth Advisors get paid?
Grey Fox Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Grey Fox Wealth Advisors registered with the SEC?
Yes, Grey Fox Wealth Advisors has been registered with the SEC as an investment adviser since 2 August 2021. Its CRD number is 307172 and its SEC file number is 801-122007.
Source: Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record
How do I contact Grey Fox Wealth Advisors?
Grey Fox Wealth Advisors’ main office is at 100 South Rockland Falls Road, Rockland, DE 19732. Its phone number is 302-482-3211. Its website is greyfoxwealth.com.