Onyx Wealth Management, LLC
Firm details
- Headquarters
- Durham, North Carolina
- CRD number
- 332972
- Website
- www.onyxpf.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.33%
- Individuals29.67%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Onyx Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning alongside portfolio management for individuals and small businesses. Its fee arrangements include both asset-based fees and fixed-fee engagements. Onyx does not identify as an ESG-focused allocator, does not act as a capital allocator, and is not positioned as a pension consultant or related adviser.
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 Funds73%
- US Government Bonds10%
- State & Local Bonds8%
- Investment Grade Corp Bonds6%
- Exchange Traded Equities2%
Owners & executives
1 of 1
Curtis Byrd
CEO & PresidentCRD 6421634
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Durham, NC
Durham
Location
Durham, NC
Headquartered in Durham, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Durham
- Address
- 2530 Meridian Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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