Wealth Manager
    SEC Registered
    Manages Private Funds

    Onyx Financial Advisors, LLC

    Registered investment advisor · Idaho Falls, Idaho · CRD #134881

    Assets Under Management
    $506M
    Client Accounts
    1,045
    Employees
    10
    CRD Number
    134881
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Onyx Financial Advisors, LLC

    Onyx Financial Advisors, LLC is a wealth management firm offering portfolio management and advisory services worldwide. Established in 2005, it operates as a strictly fee-only firm with $506 million in assets under management. The firm provides personalized financial planning and investment management services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Onyx Financial Advisors, LLC

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    Frequently Asked Questions

    What is Onyx Financial Advisors, LLC's AUM?

    Onyx Financial Advisors, LLC reports approximately $506M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Onyx Financial Advisors, LLC headquartered?

    Onyx Financial Advisors, LLC is headquartered in Idaho Falls, Idaho.

    What is Onyx Financial Advisors, LLC's CRD number?

    Onyx Financial Advisors, LLC's CRD number is 134881. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Onyx Financial Advisors, LLC manage?

    Onyx Financial Advisors, LLC manages approximately 1,045 client accounts according to its latest SEC filing.

    Is Onyx Financial Advisors, LLC SEC registered?

    Yes, Onyx Financial Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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