ONYX FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2016

Total AUM

$506M

Discretionary

$506M

100% of AUM

Avg account

$485K

Accounts

1,045

Employees

Advisory reps

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

FINTRX

Overview

Onyx Financial Advisors, LLC is an independent registered investment adviser that became SEC-registered in 2016 and operates as an LLC. The firm serves both individual and family clients as well as institutional accounts, offering a mix of financial planning and portfolio management across households, small businesses and institutional sponsors. Its stated advisory services include financial planning, discretionary portfolio management for individuals and businesses, and pension consulting. Onyx charges clients through a combination of percentage-of-AUM, fixed fees and other fee arrangements. The firm does not present itself as a capital allocator—meaning it does not appear to run third-party fund platforms internally—but it does direct client money into external managers and products. Onyx reports it is not an active ESG investor.