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ONYX FINANCIAL ADVISORS, LLC
CRD 134881 · SEC 801-107355
2400 E. 25TH STREET, IDAHO FALLS, ID, 83404, United States
Phone
208-522-6400
Fax
208-529-9802
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$506.4M
Discretionary AUM
$506.4M
Team
10 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $64.8M |
| High net worth individuals | 153 | $431.4M |
| Charitable organizations | 7 | $4.9M |
States served
AZ, ID, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD