FDX ADVISORS, INC.
CRD #104601 SEC #801-29775 CHICAGO, IL 312-827-2800
SEC Registered
Total AUM
$926.1M
Discretionary
$926.1M
Employees
20
Clients
--
Accounts
5,003
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $926.1M | $926.1M | $0 | 20 | 7 |
| Sep 2025 | $926.1M | $926.1M | $0 | 20 | 7 |
| Jul 2025 | $926.1M | $926.1M | $0 | 20 | 7 |
| Apr 2025 | $926.1M | $926.1M | $0 | 20 | 7 |
| Feb 2025 | $2.3B | $2.3B | $0 | 48 | 9 |
| Dec 2024 | $2.3B | $2.3B | $0 | 48 | 9 |
| Dec 2024 | $2.3B | $2.3B | $0 | 48 | 9 |
| Sep 2024 | $2.3B | $2.3B | $0 | 48 | 9 |
| Mar 2024 | $2.3B | $2.3B | $0 | 48 | 9 |
| Jan 2024 | $3.6B | $3.6B | $0 | 66 | 14 |
| Sep 2023 | $3.6B | $3.6B | $0 | 66 | 14 |
| Mar 2023 | $3.6B | $3.6B | $0 | 66 | 14 |
| Feb 2023 | $5.1B | $5.1B | $0 | 51 | 14 |
| Feb 2023 | $5.1B | $5.1B | $0 | 51 | 14 |
| Apr 2022 | $5.1B | $5.1B | $0 | 51 | 14 |
| Feb 2022 | $3.9B | $3.9B | $0 | 54 | 20 |
| Apr 2021 | $3.9B | $3.9B | $0 | 54 | 20 |
| Mar 2021 | $3.9B | $3.9B | $0 | 54 | 20 |
| Aug 2020 | $3.4B | $3.4B | $0 | 64 | 24 |
| Jun 2020 | $3.4B | $3.4B | $0 | 64 | 24 |
| Apr 2020 | $3.4B | $3.4B | $0 | 64 | 24 |
| Oct 2019 | $6.7B | $6.7B | $0 | 75 | 32 |
| Mar 2019 | $6.7B | $6.7B | $0 | 75 | 32 |
| Jan 2019 | $8.6B | $8.6B | $0 | 101 | 36 |
| Dec 2018 | $8.6B | $8.6B | $0 | 101 | 36 |
| Oct 2018 | $8.6B | $8.6B | $0 | 101 | 36 |
| May 2018 | $8.6B | $8.6B | $0 | 131 | 36 |
| Mar 2018 | $8.6B | $8.6B | $0 | 131 | 36 |
| Dec 2017 | $6.7B | $6.7B | $0 | 148 | 41 |
| Sep 2017 | $6.7B | $6.7B | $0 | 157 | 1,400 |
| Aug 2017 | $6.7B | $6.7B | $0 | 160 | 26 |
| Mar 2017 | $6.7B | $6.7B | $0 | 160 | 26 |
| Dec 2016 | $5.5B | $5.5B | $0 | 163 | 26 |
| Dec 2016 | $5.5B | $5.5B | $0 | 163 | 26 |
| Dec 2016 | $5.1B | $5.1B | $0 | 120 | 26 |
| Sep 2016 | $5.1B | $5.1B | $0 | 120 | 26 |
| Feb 2016 | $4.7B | $4.7B | $0 | 120 | 26 |
| Jan 2016 | $3.7B | $3.7B | $0 | 90 | 26 |
| Apr 2015 | $3.7B | $3.7B | $0 | 90 | 26 |
| Apr 2015 | $3.7B | $3.7B | $0 | 90 | 26 |
| Apr 2015 | $3.7B | $3.7B | $0 | 90 | 26 |
| Feb 2015 | $3.7B | $3.7B | $0 | 90 | 26 |
| Nov 2014 | $2.1B | $2.1B | $0 | 90 | 26 |
| Jul 2014 | $2.1B | $2.1B | $0 | 85 | 26 |
| Mar 2014 | $1.9B | $1.9B | $0 | 85 | 26 |
| May 2013 | $649.3M | $649.3M | $0 | 74 | 26 |
| Mar 2013 | $514.6M | $34M | $480.6M | 74 | 26 |
| Mar 2012 | $131M | $0 | $131M | 11 | 26 |
| Mar 2011 | $6.9B | $0 | $6.9B | -- | -- |
| Aug 2010 | $8.7B | $51M | $8.6B | -- | -- |
| Mar 2010 | $8.7B | $51M | $8.6B | -- | -- |
| Mar 2008 | $16.3B | $0 | $16.3B | -- | -- |
| Nov 2007 | $2B | $0 | $2B | -- | -- |
| Oct 2007 | $2B | $0 | $2B | -- | -- |
| Feb 2007 | $1.4B | $0 | $1.4B | -- | -- |
| Mar 2006 | $1.4B | $0 | $1.4B | -- | -- |
| Nov 2005 | $6.6B | $0 | $6.6B | 51 | -- |
| Jul 2004 | $3.4B | $0 | $3.4B | 51 | -- |
| May 2004 | $3.4B | $0 | $3.4B | 51 | -- |
| Mar 2004 | $3.7B | $300.5M | $3.4B | 51 | -- |
| May 2002 | $673.9M | $287.6M | $386.3M | 51 | -- |
| Apr 2002 | $673.9M | $287.6M | $386.3M | 51 | -- |
| Mar 2002 | $673.9M | $287.6M | $386.3M | 51 | -- |
| Mar 2002 | $579.4M | $356.1M | $223.3M | 51 | -- |
| Aug 2001 | $579.4M | $356.1M | $223.3M | 51 | -- |
DateDec 2025
Total AUM$926.1M
Discretionary$926.1M
Non-Disc.$0
Employees20
Clients7
DateSep 2025
Total AUM$926.1M
Discretionary$926.1M
Non-Disc.$0
Employees20
Clients7
DateJul 2025
Total AUM$926.1M
Discretionary$926.1M
Non-Disc.$0
Employees20
Clients7
DateApr 2025
Total AUM$926.1M
Discretionary$926.1M
Non-Disc.$0
Employees20
Clients7
DateFeb 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees48
Clients9
DateDec 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees48
Clients9
DateDec 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees48
Clients9
DateSep 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees48
Clients9
DateMar 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees48
Clients9
DateJan 2024
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees66
Clients14
DateSep 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees66
Clients14
DateMar 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees66
Clients14
DateFeb 2023
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees51
Clients14
DateFeb 2023
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees51
Clients14
DateApr 2022
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees51
Clients14
DateFeb 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees54
Clients20
DateApr 2021
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees54
Clients20
DateMar 2021
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees54
Clients20
DateAug 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees64
Clients24
DateJun 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees64
Clients24
DateApr 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees64
Clients24
DateOct 2019
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees75
Clients32
DateMar 2019
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees75
Clients32
DateJan 2019
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees101
Clients36
DateDec 2018
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees101
Clients36
DateOct 2018
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees101
Clients36
DateMay 2018
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees131
Clients36
DateMar 2018
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees131
Clients36
DateDec 2017
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees148
Clients41
DateSep 2017
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees157
Clients1,400
DateAug 2017
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees160
Clients26
DateMar 2017
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees160
Clients26
DateDec 2016
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees163
Clients26
DateDec 2016
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees163
Clients26
DateDec 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees120
Clients26
DateSep 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees120
Clients26
DateFeb 2016
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees120
Clients26
DateJan 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees90
Clients26
DateApr 2015
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees90
Clients26
DateApr 2015
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees90
Clients26
DateApr 2015
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees90
Clients26
DateFeb 2015
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees90
Clients26
DateNov 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees90
Clients26
DateJul 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees85
Clients26
DateMar 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees85
Clients26
DateMay 2013
Total AUM$649.3M
Discretionary$649.3M
Non-Disc.$0
Employees74
Clients26
DateMar 2013
Total AUM$514.6M
Discretionary$34M
Non-Disc.$480.6M
Employees74
Clients26
DateMar 2012
Total AUM$131M
Discretionary$0
Non-Disc.$131M
Employees11
Clients26
DateMar 2011
Total AUM$6.9B
Discretionary$0
Non-Disc.$6.9B
Employees--
Clients--
DateAug 2010
Total AUM$8.7B
Discretionary$51M
Non-Disc.$8.6B
Employees--
Clients--
DateMar 2010
Total AUM$8.7B
Discretionary$51M
Non-Disc.$8.6B
Employees--
Clients--
DateMar 2008
Total AUM$16.3B
Discretionary$0
Non-Disc.$16.3B
Employees--
Clients--
DateNov 2007
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateOct 2007
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateFeb 2007
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees--
Clients--
DateMar 2006
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees--
Clients--
DateNov 2005
Total AUM$6.6B
Discretionary$0
Non-Disc.$6.6B
Employees51
Clients--
DateJul 2004
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees51
Clients--
DateMay 2004
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees51
Clients--
DateMar 2004
Total AUM$3.7B
Discretionary$300.5M
Non-Disc.$3.4B
Employees51
Clients--
DateMay 2002
Total AUM$673.9M
Discretionary$287.6M
Non-Disc.$386.3M
Employees51
Clients--
DateApr 2002
Total AUM$673.9M
Discretionary$287.6M
Non-Disc.$386.3M
Employees51
Clients--
DateMar 2002
Total AUM$673.9M
Discretionary$287.6M
Non-Disc.$386.3M
Employees51
Clients--
DateMar 2002
Total AUM$579.4M
Discretionary$356.1M
Non-Disc.$223.3M
Employees51
Clients--
DateAug 2001
Total AUM$579.4M
Discretionary$356.1M
Non-Disc.$223.3M
Employees51
Clients--