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Kevin Jan Dombrowski

Grey Fox Wealth Advisors, LLC

Rockland, DE

CRD 6873509

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Employer firm

Grey Fox Wealth Advisors, LLC CRD 307172

$699M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Grey Fox Wealth Advisors, Llc

100 South Rockland Falls Road, Rockland, DE 19732 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-15
TX RA APPROVED_RES 2022-01-04
DE RA APPROVED 2020-03-02
  • PA RA
    APPROVED
    Since 2024-05-15
  • TX RA
    APPROVED_RES
    Since 2022-01-04
  • DE RA
    APPROVED
    Since 2020-03-02

Branch Locations

100 South Rockland Falls Road, Rockland, DE 19732 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mainline Private Wealth, Llc Wynnewood PA 10/2017 02/2020
Morningstar, Inc. Chicago IL 05/2014 10/2017
Grey Fox Wealth Advisors, Llc Wilmington DE 02/2020 Present
  • 10/2017 → 02/2020
    Mainline Private Wealth, Llc
    Wynnewood, PA
  • 05/2014 → 10/2017
    Morningstar, Inc.
    Chicago, IL
  • 02/2020 → Present
    Wilmington, DE
Previous Registrations
  • 2017-11-08 → 2020-03-02
    Mainline Private Wealth, Llc
    Wynnewood, PA
Other Businesses

Kevin Dombrowski serves as a Partner at Grey Fox Capital, LLC. This is a private equity company that raises capital for real estate or business investment in Opportunity Zones. Grey Fox Capital is headquartered at 112 French Street, Wilmington, DE 19801. He dedicates roughly 5 hours per month to these activities, primarily outside of securities trading hours. Kevin's responsibilities include identifying potential investments and modeling the projects.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-08
  • S65 Uniform Investment Adviser Law Examination
    2017-11-08

View on SEC IAPD

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