FDX Advisors, Inc.

RIASEC Registered

Total AUM

$833M

Discretionary

$833M

100% of AUM

Avg account

$212K

Accounts

3,937

Employees

Advisory reps

Firm details

Headquarters: Berwyn, Pennsylvania
CRD number: 104601
Registered since: July 2, 1987
Custodians: PERSHING LLC, CETERA INVESTMENT SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Other Investment Advisers100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

FDX Advisors, Inc. is an institutional registered investment adviser that has been SEC-registered since 1987. The firm serves primarily institutional clients and operates as a capital allocator, combining direct portfolio management with the selection of external managers. Its advisory mandate spans portfolios for individuals and small businesses as well as for business and institutional clients. Fee structures include asset-based fees, hourly billing, and fixed-fee arrangements. The firm also engages in other financial product sales and maintains industry linkages that include broker-dealer relationships, other investment advisers, CPO/CTA activity, insurance company ties, and roles as sponsor or general partner of pooled investment vehicles. FDX identifies as an active ESG investor, suggesting ESG considerations are incorporated into its investment and manager-selection processes.