DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Grey Fox Wealth Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Bryce Cleveland | Great Valley Advisor Group, LLC independent RIA | Grey Fox Wealth Advisors, LLC independent RIA | RIA to RIA | Sep 23, 2025 | Oct 14, 2025 |
| Hannah Elizabeth Marin | Vanguard Advisers, Inc. BD affiliated | Grey Fox Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2024 | Aug 1, 2025 (213 d) |
| Theodore Christian Poppe | Orion Portfolio Solutions, LLC BD affiliated | Grey Fox Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 12, 2023 | Jul 27, 2023 |
| Kevin Jan Dombrowski | Mainline Private Wealth, LLC independent RIA | Grey Fox Wealth Advisors, LLC independent RIA | RIA to RIA | Mar 2, 2020 | Mar 2, 2020 |
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4 moves match.