X Advisors, LLC

RIASEC RegisteredEst. 2024
Total AUM
$229M
Discretionary
$229M
100% of AUM
Avg account
$347K
Accounts
659
Employees
5
Advisory reps
6

Firm details

Headquarters
Santa Maria, California
CRD number
315838
Registered since
August 16, 2024
Website
xadvisors.co
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI58.75%
  • Individuals41.25%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

X Advisors, LLC is a limited liability company that serves individual and family clients with fee-based portfolio management and financial planning. The firm is SEC-registered (2024) and operates an affiliated broker-dealer business. Its stated compensation model is a percentage of assets under management. Filings indicate the owner is an individual and the adviser is not identified as a capital allocator, pension consultant, or related adviser. The firm reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 40%, US Government Bonds 5%, State & Local Bonds 5%, Cash & Cash Equivalents 2%, Other 2%, Investment Grade Corp Bonds 1%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities40%
  • US Government Bonds5%
  • State & Local Bonds5%
  • Cash & Cash Equivalents2%

Contacts

3 of 6

  • Betsy Ginn

    FounderCRD 7891624

  • Robert Bull

    FinOpCRD 1521134

  • Jesse Bristow

    Jesse Bristow

    Investment AdvisorCRD 7067008

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$6.7M in ETFs

Passive

61%

$4M

Active

25%

$2.6M

ETFProviderStyleCategoryValueShares% of portfolio
PACER TRENDPILOT FUND OF FUNDS ETF (TRND)PassiveTactical Allocation$1.8M18,09727.18%
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Location

Primary office

Santa Maria, CA

Santa Barbara

Location

Santa Maria, CA

Headquartered in Santa Maria, CA, in the West of the United States.

Region
West
County
Santa Barbara
Address
2646 Santa Maria Way
Time zone
PT (UTC-8)
Office locations

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More RIAs in Santa Maria →All California RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth