Onyx Financial Advisors, LLC
Firm details
- Headquarters
- Idaho Falls, Idaho
- CRD number
- 134881
- Registered since
- March 24, 2016
- Website
- www.onyxfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI85.17%
- Individuals12.8%
- Charitable Organizations0.96%
- Pension & Profit Sharing Plans0.69%
- Corporations / Businesses0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Onyx Financial Advisors, LLC is an independent registered investment adviser that began SEC registration in 2016 and operates as an LLC. The firm serves both individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management across retail and business/institutional relationships. Its fee schedules include percentage-of-AUM arrangements as well as fixed fees and other fee structures. Onyx does not identify as an active ESG investor and reports neither multi-state adviser status nor separate related-adviser entities. The firm lists an accounting professional affiliation in its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Contacts
3 of 7
Terry Roe
Managing DirectorCRD 4933838
Lyndsay Goody
Managing DirectorCRD 4852739
Jonathan Petersen
Financial AdvisorCRD 6498936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$267M in ETFs
1%
$1.3M
100%
$265M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $168M | 3,784,124 | 62.96% |
Location
Idaho Falls, ID
Bonneville
Location
Idaho Falls, ID
Headquartered in Idaho Falls, ID, anchoring the Idaho Falls-Rexburg-Blackfoot, ID metro in the West.
- Metro area
- Idaho Falls-Rexburg-Blackfoot, ID
- Region
- West
- County
- Bonneville
- Address
- 2400 E 25th St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Spinnaker Financial Advisors, LLC
RIAIdaho Falls, ID
Intermountain Wealth Management, Inc.
RIAIdaho Falls, ID
Snake River Investment Counsel LLC
RIAIdaho Falls, ID
Straight Line Investment Group, LLC
RIAIdaho Falls, ID
Sentinel Wealth Strategies
RIAIdaho Falls, ID
Teton Crest Wealth Planning
RIAIdaho Falls, ID