RIA Intelligence

X ADVISORS, LLC

CRD #315838 SEC #801-130931 SANTA MARIA, CA 805-465-9232
SEC Registered Broker-Dealer
Total AUM
$189.9M
Discretionary
$83.6M
Employees
7
Clients
0
Accounts
572

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 8, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BULL, ROBERT, LEEICHIEF COMPLIANCE OFFICERNA
BULL, ROBERT, LEEICHIEF COMPLIANCE OFFICERNA
BULL, ROBERT, LEEICHIEF COMPLIANCE OFFICERNA
BULL, ROBERT, LEEICHIEF COMPLIANCE OFFICERNA
Gorski, Ryan, StevenIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERNA Control
Gorski, Ryan, StevenIMANAGING MEMBERNA Control
Grabau, Loren, JamesIMANAGING MEMBERNA Control
Grabau, Loren, JamesIMANAGING MEMBERNA Control
Koury, Alexander, StewartIMANAGING MEMBERNA Control
Koury, Alexander, StewartIMANAGING MEMBERNA Control
MCCOLLUM, BEN, THOMASIMANAGING MEMBERNA Control
MCCOLLUM, BEN, THOMASIMANAGING MEMBERNA Control
Ginn, BetsyIFOUNDER/OWNERE Control
Ginn, BetsyIFOUNDER/OWNERE Control
Ginn, BetsyIFOUNDER/OWNERE Control
Ginn, BetsyIFOUNDER/OWNERE Control
Ginn, BetsyIFOUNDER/OWNERE Control
Gorski, Ryan, StevenIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
Gorski, Ryan, StevenIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
Gorski, Ryan, StevenIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
Grabau, Loren, JamesIMANAGING MEMBERD Control
Grabau, Loren, JamesIMANAGING MEMBERD Control
Grabau, Loren, JamesIMANAGING MEMBERD Control

Registrations

Federal

IA
Sep 8, 2025 REGISTERED

Notice Filings (4)

CA CO MD TX

Address

2646 SANTA MARIA WAY
SUITE 104
SANTA MARIA, CA 93455
United States
Phone: 805-465-9232