FDX ADVISORS, INC.

Overview

FDX Advisors, Inc. is a corporate-structured investment adviser that has been SEC-registered since 1987 and describes itself as a capital allocator serving institutional clients. The firm provides portfolio management for individuals/small businesses and for businesses or institutions, and it explicitly performs selection-of-other-advisers work, indicating a role in manager selection and outsourcing. Its fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. FDX is marked as an active ESG investor and is not registered as a multi-state adviser. Beyond advisory services, the firm is affiliated with several industry roles — including broker-dealer, other investment adviser, CPO/CTA, insurance company, and sponsor/GP/manager of pooled investment vehicles — and is also identified as an “Other Financial Product Salesperson.” Those affiliations suggest the firm operates across advisory, distribution, and sponsor/manager functions rather than only providing discretionary portfolio management.

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Public Holdings

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Location & Offices