ONYX WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
$6.3M
Discretionary
$6.3M
100% of AUM
Avg account
$224K
Accounts
28
Employees
1
Advisory reps
1

Firm details

Headquarters
DURHAM, North Carolina
CRD number
332972
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI70.33%
  • Individuals29.67%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Onyx Wealth Management, LLC is an independent, individually owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management services, with an explicit focus on individuals and small businesses rather than institutional mandates. Compensation comes through a mix of percentage-of-AUM and fixed fees. The firm does not identify as an ESG-focused investor, does not act as a capital allocator, and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, US Government Bonds 10%, State & Local Bonds 8%, Investment Grade Corp Bonds 6%, Exchange Traded Equities 2%, Cash & Cash Equivalents 1%73%
  • Public Funds/Mutual Funds73%
  • US Government Bonds10%
  • State & Local Bonds8%
  • Investment Grade Corp Bonds6%
  • Exchange Traded Equities2%

Owners & executives

1 of 1
  • CURTIS BYRD

    CEO & PresidentCRD 6421634

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DURHAM, NC

DURHAM

Location

DURHAM, NC

Headquartered in DURHAM, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
DURHAM
Address
2530 Meridian Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth