Overview
Assets Under Management: $427 million
Headquarters: IDAHO FALLS, ID
High-Net-Worth Clients: 133
Average Client Assets: $3 million
Frequently Asked Questions
ONYX FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134881), ONYX FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
ONYX FINANCIAL ADVISORS, LLC is headquartered in IDAHO FALLS, ID.
ONYX FINANCIAL ADVISORS, LLC serves 133 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, ONYX FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ONYX FINANCIAL ADVISORS, LLC manages $427 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, ONYX FINANCIAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.65
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 978
Discretionary Accounts: 978
Regulatory Filings
CRD Number: 134881
Last Filing Date: 2025-02-27 00:00:00
Website: https://onyxfinancial.com