Onyx Financial Advisors, LLC
Firm details
- Headquarters
- Idaho Falls, Idaho
- CRD number
- 134881
- Registered since
- March 24, 2016
- Website
- www.onyxfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI85.17%
- Individuals12.8%
- Charitable Organizations0.96%
- Pension & Profit Sharing Plans0.69%
- Corporations / Businesses0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Onyx Financial Advisors, LLC is an independent registered investment adviser that began SEC registration in 2016. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, plus pension consulting services. Compensation comes through a mix of percentage-of-AUM fees, fixed fees and other arrangements. Onyx identifies as a single-state adviser, is not positioned as a capital allocator, and does not list ESG investing among its active priorities. The firm is owned by a combination of a domestic entity and individuals and maintains an industry affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Contacts
3 of 7
Aaron Sautter
Managing DirectorCRD 5720804
Cody Daniels
Financial AdvisorCRD 6093280
Lyndsay Goody
Managing DirectorCRD 4852739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$256M in ETFs
1%
$2.8M
99%
$253M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $167M | 3,748,047 | 65.13% |
Location
Idaho Falls, ID
Bonneville
Location
Idaho Falls, ID
Headquartered in Idaho Falls, ID, anchoring the Idaho Falls-Rexburg-Blackfoot, ID metro in the West.
- Metro area
- Idaho Falls-Rexburg-Blackfoot, ID
- Region
- West
- County
- Bonneville
- Address
- 2400 E 25th St
- Time zone
- MT (UTC-7)
- Office locations
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