RIA Intelligence

ONYX FINANCIAL ADVISORS, LLC

CRD #134881 SEC #801-107355 IDAHO FALLS, ID 208-522-6400
SEC Registered
Total AUM
$426.8M
Discretionary
$426.8M
Employees
8
Clients
251
Accounts
978

AUM Over Time

DateFeb 2025
Total AUM$426.8M
Discretionary$426.8M
Non-Disc.$0
Employees8
Clients1
DateFeb 2025
Total AUM$426.8M
Discretionary$426.8M
Non-Disc.$0
Employees8
Clients1
DateJan 2024
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees9
Clients2
DateJun 2023
Total AUM$299.8M
Discretionary$299.8M
Non-Disc.$0
Employees9
Clients2
DateJan 2023
Total AUM$299.8M
Discretionary$299.8M
Non-Disc.$0
Employees9
Clients2
DateJan 2023
Total AUM$299.8M
Discretionary$299.8M
Non-Disc.$0
Employees9
Clients2
DateFeb 2022
Total AUM$326.4M
Discretionary$326.4M
Non-Disc.$0
Employees10
Clients3
DateJan 2022
Total AUM$326.4M
Discretionary$326.4M
Non-Disc.$0
Employees10
Clients3
DateFeb 2021
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees7
Clients3
DateJan 2021
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees7
Clients3
DateJun 2020
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees6
Clients20
DateFeb 2020
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees6
Clients20
DateNov 2019
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees6
Clients20
DateFeb 2019
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees6
Clients20
DateMay 2018
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees6
Clients100
DateFeb 2017
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees6
Clients100
DateOct 2016
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees5
Clients135
DateMar 2016
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees5
Clients135
DateFeb 2016
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees5
Clients135