IDX Advisors

Overview

IDX Advisors is a Delaware-style limited liability company operating as an institutional registered investment adviser since 2021. The firm serves institutional clients and bills on a percentage-of-AUM basis. Its public filings identify it as a CPO/CTA and as providing portfolio management services for investment companies, which indicates the firm manages pooled vehicles and engages in commodity-related trading or advisory activity. IDX Advisors lists its ownership as a combination of a domestic entity and an individual and is classified as an institutional RIA rather than a retail wealth manager. It is not a capital allocator, does not describe itself as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives