Fdx Advisors, Inc.
● SEC registered since 1987CRD 104601SEC# 801-29775Berwyn, PA
Reg. AUM
$832.8M
Employees
17
Accounts
3,937
Location
Berwyn, PA
Fdx Advisors, Inc. assets under management
Fdx Advisors, Inc. is an investment advisory firm registered with the SEC based in Berwyn, PA. The firm has been registered since 1987. It reports $832.8 million in regulatory assets under management and employs 17 people.
Fdx Advisors, Inc. owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Thomas Larson Control | Chief Compliance Officer | Under 5% | 2018 |
| Christopher Russell Todd Control | Chief Executive Officer | Under 5% | 2025 |
| Dana Marie D'Auria Control | Co-Chief Investment Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Fdx Advisors, Inc. manage?
Fdx Advisors, Inc. reports $832.8 million in regulatory assets under management on its Form ADV.
How many employees does Fdx Advisors, Inc. have?
Fdx Advisors, Inc. reports 17 employees.
Where is Fdx Advisors, Inc. located?
Fdx Advisors, Inc. is based in Berwyn, PA and has been SEC-registered since 1987.
Does Fdx Advisors, Inc. disclose fund performance?
Fdx Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 |
| Phone | 312-827-2800 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1566601 |
| Discloses disciplinary history | No |
Regulatory AUM
$832.8M▼ 63%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$832.8Mregulatory AUM
Discretionary $832.8M