X ADVISORS, LLC

Overview

X Advisors, LLC is a privately owned limited liability company that provides fee-based wealth management and financial planning primarily to individuals and families. The firm is registered with the SEC (registered in 2024) and operates as a broker-dealer in addition to offering advisory services. Its advisory activities emphasize portfolio management for individuals and small businesses alongside ongoing financial planning. Compensation is charged as a percentage of assets under management. The firm does not identify itself as an active ESG investor, is not a multi-state adviser by its own designation, and does not present as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices