Greyfox Investors LLC

Greyfox Investors LLC (CRD# 168968) is a financial advisory firm headquartered in Ojai, CA. They manage $338,000,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    338
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $12,071,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Greyfox Investors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nathan R. Wallace
CRD#: 5646552
2081 Avenida De La Cruzada, Ojai, CA 93023
103
Wealthminder
score

Greyfox Investors LLC is an independent portfolio and wealth management firm based in Ojai, California. Greyfox was born out of dissatisfaction with the current landscape of the financial industry, where profits are valued over providing sound advice. Unlike brokers we do not accept compensation for selecting certain funds, or make money by trading your account. Our goal is to align our interests with the client; a better way to ensure the client receives objective and sound advice.

 

Our work is focused in the following three areas:

 

Helping non-profits and endowments allocate and invest funds, Separate Account Portfolio Management, and Retirement planning.

 

Our core value at Greyfox Investors are:

 

Simplicity

 

Greyfox offers simple but elegant and intelligent solutions.  We take to heart the principle that, often the best solution is the simplest solution.  If your financial advisor cannot explain everything in your portfolio to you simply, your advisor does not understand the risks your portfolio faces.  Excess complexity is often a way to give the appearance of sophistication and frequently increases fees without increasing returns.

 

Transparency

 

Traditional brokers are incentivized to trade their company’s proprietary funds, and to trade them often.  Sales fees and 12b-1 fees are a constant conflict of interest and drain on portfolio performance.  Greyfox offers objective advice aligned with your goals.

 

Affordability

 

Fee levels are one of the primary drivers of fund return.  High fees diminish returns.  Top managers one year often are near the bottom the next; but the fees remain the same. Indexing removes performance unpredictability and high fees.

 

Nathan Wallace (CRD# 5646552) is an Investment Advisor Representative working at Greyfox Investors LLC in Ojai, CA and has over 3 years of experience in the finance industry.

2
Matthew H. Spille
CRD#: 5260215
2081 Avenida De La Cruzada, Ojai, CA 93023
93
Wealthminder
score

Matthew Spille (CRD# 5260215) is an Investment Advisor Representative working at Greyfox Investors LLC in Ojai, CA and has over 10 years of experience in the finance industry.

3
Robert A. Russell
CRD#: 5177880
2081 Avenida De La Cruzada, Ojai, CA 93023
89
Wealthminder
score

Robert Russell (CRD# 5177880) is an Investment Advisor Representative working at Greyfox Investors LLC in Ojai, CA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.