FDX Advisors, Inc.
Firm details
- Headquarters
- Berwyn, Pennsylvania
- CRD number
- 104601
- Registered since
- July 2, 1987
- Custodians
- PERSHING LLC, CETERA INVESTMENT SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
FDX Advisors, Inc. is a corporation that operates as an institutional registered investment adviser. The firm has been SEC-registered since 1987 and positions itself as a capital allocator that serves primarily institutional clients while also offering portfolio management for individuals, small businesses and other institutions. Its advisory capabilities include discretionary portfolio management and the selection of third‑party advisers. The firm reports multiple fee arrangements (percentage of AUM, hourly and fixed fees) and lists "other financial product salesperson" among its business activities. FDX identifies as an active ESG investor and is not newly formed or multi‑state.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
Owners & executives
3 of 5Christopher Todd
Chief Executive OfficerCRD 2275948
Shelly O'brien
Chief Legal OfficerCRD 4520223
Bradley Larson
Chief Compliance OfficerCRD 1559888
Contacts
1 of 1
Kathryn Evans
Senior Vice PresidentCRD 2788543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$305M in ETFs
96%
$294M
2%
$11.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $17.2M | 234,490 | 5.64% |
Location
Berwyn, PA
Chester
Location
Berwyn, PA
Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 1000 Chesterbrook Blvd
- Time zone
- ET (UTC-5)
- Office locations
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