Idx Advisors, LLC
● SEC registered since 2021CRD 299658SEC# 801-122480Scottsdale, AZ
Reg. AUM
$128.1M
Employees
6
Accounts
3
Location
Scottsdale, AZ
Idx Advisors, LLC assets under management
Idx Advisors, LLC operates as an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2021. It reports $128.1 million in regulatory assets under management and employs 6 people.
Idx Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Michael Swan Control | Chief Executive Officer | Under 5% | 2019 |
| Benjamin Edward McMillan Control | Chief Investment Officer | Under 5% | 2019 |
| Idx Global, LLC Control | Managing Member | Over 75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Idx Advisors, LLC manage?
Idx Advisors, LLC reports $128.1 million in regulatory assets under management on its Form ADV.
How many employees does Idx Advisors, LLC have?
Idx Advisors, LLC reports 6 employees.
Where is Idx Advisors, LLC located?
Idx Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2021.
Does Idx Advisors, LLC disclose fund performance?
Idx Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9311 E Via de Ventura, Suite 105, Scottsdale, AZ 85258 |
| Phone | 833-662-6346 |
| Office hours | 8:30-5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$128.1M▲ 32%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$128.1Mregulatory AUM
Discretionary $128.1M