Grey Fox Wealth Advisors, LLC

Grey Fox Wealth Advisors, LLC is a registered investment advisory firm based in Tampa, Florida, providing comprehensive wealth management, financial planning, and investment advisory services. The firm was founded by Brian Amidei, an experienced wealth management professional who serves as Managing Partner and leads the firm's investment strategy and client advisory operations. Filing with the SEC under CIK #0001965362, Grey Fox Wealth Advisors is a recent entrant to the 13F filing universe, with its CIK registration dating to the early-to-mid 2020s — consistent with a newer firm launch or a recent crossing of the institutional reporting threshold as the practice grew its client asset base. Tampa and the broader Florida Gulf Coast region have experienced significant growth as a financial services hub in recent years, attracting wealth management professionals and advisory firms drawn by the state's favorable tax environment, expanding population of high-net-worth individuals, and increasingly vibrant professional ecosystem. Grey Fox Wealth Advisors operates within this dynamic market, positioning itself to serve the wealth management needs of affluent individuals, families, and pre-retirees and retirees who have relocated to or established roots in the Florida market. Brian Amidei brings substantial industry experience to the firm's leadership. His background in wealth management and financial planning spans a career that has included roles at larger advisory platforms, providing him with institutional-grade training and a client-centric approach to portfolio management. The decision to establish an independent RIA reflects a broader industry trend of experienced advisors launching their own practices to deliver more personalized service, greater investment flexibility, and deeper alignment with client interests under an independent fiduciary structure. As an SEC-registered investment advisor, Grey Fox Wealth Advisors adheres to fiduciary standards that require the firm to act in the best interests of its clients. Its 13F filings provide quarterly visibility into the firm's publicly traded equity holdings, offering a transparent window into how the firm implements its investment philosophy across discretionary client accounts.

Grey Fox Wealth Advisors employs a diversified, goals-based investment strategy designed to align portfolio construction with the specific financial objectives, risk tolerances, and time horizons of its wealth management clients. The firm's approach integrates fundamental equity selection with broader asset allocation principles, building portfolios that balance growth potential with income generation and capital preservation — the triad of objectives that defines most high-net-worth wealth management mandates. The 13F Portfolio Composition reveals a diversified equity allocation centered on large-capitalization, high-quality companies across the major sectors of the U.S. equity market. The firm's holdings typically include a mix of blue-chip technology, healthcare, financial services, consumer, and industrial names — reflecting a core equity approach that seeks broad market participation rather than concentrated sector bets. This diversified construction is characteristic of a wealth advisory practice where client portfolios must accommodate a range of risk profiles and financial planning objectives, from aggressive growth-oriented accumulation to conservative income-focused distribution. The firm's portfolio may incorporate a combination of individual equity positions and exchange-traded fund (ETF) allocations to achieve desired exposures efficiently. This hybrid approach is increasingly common among wealth advisory RIAs, enabling customized individual stock selection in areas where the firm has high conviction while utilizing ETFs for cost-effective exposure to broader market segments, sectors, or asset classes. The 13F filings capture all qualifying equity and ETF positions, providing a comprehensive view of the firm's allocation methodology. The Sector Allocation History across available filing periods is expected to show a balanced distribution with gradual evolution reflecting changing market conditions and the firm's fundamental views. As a wealth management firm, Grey Fox likely maintains strategic target allocations with disciplined rebalancing protocols, ensuring that client portfolios remain aligned with their designated risk profiles even as market movements cause natural drift in sector and position weightings. This systematic rebalancing discipline is a core feature of institutionally-informed wealth management and contributes to the portfolio's risk management framework. Turnover within the portfolio appears low, consistent with a long-term investment philosophy that emphasizes patient ownership of quality businesses and tax-efficient portfolio management. For the firm's taxable client accounts — which likely constitute a significant portion of the advisory practice — minimizing unnecessary trading reduces capital gains tax exposure and enhances after-tax compounding behavior. This tax awareness is a distinguishing feature of sophisticated wealth advisory practices and reflects a holistic approach to client wealth optimization that extends beyond pre-tax return maximization. INVESTMENT RISK PROFILE The risk characteristics of Grey Fox Wealth Advisors' disclosed portfolio are shaped by its diversified core allocation approach and wealth management orientation. The firm's emphasis on broad sector diversification and large-cap quality equities creates a portfolio with risk properties that closely approximate those of broad market benchmarks, with potential for modest risk reduction through stock selection quality and defensive positioning. The Volatility Profile of the firm's disclosed holdings is expected to closely track that of large-cap equity indices such as the S&P 500. The portfolio's diversified construction distributes risk across multiple sectors and individual positions, limiting exposure to the concentrated volatility that can arise from single-name or single-sector dependency. For wealth management clients who prioritize a predictable risk experience, this benchmark-proximate volatility profile provides an intelligible framework for setting expectations and evaluating outcomes. The Max Drawdown Depth is a critical consideration for a wealth advisory practice, as client satisfaction and retention are directly influenced by the portfolio's behavior during market stress events. The firm's diversified approach means that maximum drawdowns should approximate those of the broader market during significant dislocations, though the specific composition — including any defensive tilts toward dividend-paying equities, consumer staples, or healthcare — may provide modest drawdown attenuation relative to pure growth strategies. The firm's relatively recent filing history means that the observable drawdown experience is limited, though available filing periods may capture the 2022 rate-driven correction and subsequent recovery, providing an initial analytical data point. The Downside Capture Ratio relative to broad benchmarks is an informative diagnostic for Grey Fox's approach. A wealth management firm that consistently achieves downside capture below 100% — participating in less than the full magnitude of benchmark declines — demonstrates tangible value-add in its portfolio construction and risk management. Conversely, upside capture dynamics reveal whether the firm's defensive positioning comes at the cost of meaningful participation shortfalls during market rallies. The balance between these two capture ratios defines the firm's asymmetric return profile and its suitability for clients who prioritize capital preservation over aggressive growth. As a comprehensive wealth management practice, the firm's total client portfolio likely extends beyond the equity positions disclosed in 13F filings to include fixed-income allocations, alternative investments, and cash positions that serve as additional risk management layers. The 13F-derived risk profile therefore represents the equity component of a presumably broader multi-asset allocation, and total portfolio-level risk is likely lower than what the equity-only analysis implies.

Grey Fox Wealth Advisors, LLC represents a Tampa, Florida-based registered investment advisor led by founder Brian Amidei, providing comprehensive wealth management and investment advisory services to high-net-worth clients. The firm's 13F filings, traceable through CIK #0001965362, document a diversified core equity allocation approach that emphasizes broad market participation, quality security selection, and disciplined portfolio construction aligned with client financial planning objectives. The Annualized Return (CAGR) derived from replicating the firm's disclosed holdings captures the capital trajectory generated by its core allocation methodology over the available filing history. Given the firm's recent entry into the 13F filing ecosystem, the observable track record spans a compressed but analytically significant time period that includes meaningful market volatility and regime transitions. This limited but event-rich filing history provides an initial window into the firm's investment process and its ability to navigate diverse market environments. The Sharpe Ratio is a particularly relevant efficiency metric for Grey Fox Wealth Advisors, as it quantifies the return generated per unit of total risk — a fundamental measure for evaluating whether the firm's active management and security selection create value relative to passive alternatives. For a core allocation wealth management strategy, demonstrating a competitive Sharpe ratio validates the advisory relationship's investment value proposition and justifies active management fees in an industry increasingly pressured by low-cost passive options. The Top 10 Holdings Concentration provides insight into the portfolio's diversification structure and whether the firm achieves its balanced approach through genuinely distributed position sizing or through a combination of concentrated core positions and a diversifying tail of smaller holdings. The defining analytical question for Grey Fox Wealth Advisors is: as a recently established RIA building its track record, can the firm demonstrate that its diversified core allocation approach delivers meaningful risk-adjusted value-add relative to passive benchmark alternatives — and how does the portfolio's construction respond to the competing demands of growth-seeking and capital preservation-oriented clients during periods when equity markets experience significant dispersion between aggressive growth and defensive quality factors?