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| Grey Fox Wealth Advisors LLC
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|---|---|
| CRD # | 307172 |
| SEC # | 801-122007 |
| CIK # | 0001965362 |
| AUM | 698.8 M (2026-03-24) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 302-482-3211 |
| Address | 100 South Rockland Falls Road Rockland, DE 19732 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965362 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 15.0 | ||
| Antero Midstream GP LP | 10.4 | ||
| Apple Inc | 9.3 | ||
| Nvidia Corp | 7.7 | ||
| Antero Resources Corp | 7.6 | ||
| Alphabet Inc | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 116.5 |
| (b) Individuals (high net worth individuals) | 118 | 438.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 65.8 |
| (h) Charitable organizations | 5 | 63.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 15.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,309 | 698.8 |
| By Discretionary | ||
| Discretionary | 1,215 | 594.2 |
| Non-Discretionary | 94 | 104.5 |
| Total | 1,309 | 698.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 698.8 | |
| Total | 1,309 | 698.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965362] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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