Onyx Financial Advisors, LLC
● SEC registered since 2016CRD 134881SEC# 801-107355Idaho Falls, ID
Reg. AUM
$506.4M
Employees
10
Accounts
1,045
Location
Idaho Falls, ID
Onyx Financial Advisors, LLC assets under management
Onyx Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Idaho Falls, ID. The firm has been registered since 2016. It reports $506.4 million in regulatory assets under management and employs 10 people.
Onyx Financial Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ca Services, Inc. Control | Owner | 25-50% | 2018 |
| Lyndsay Goody Control | Chief Compliance Officer | Under 5% | 2022 |
| Lyndsgood, Inc. Control | Owner | 25-50% | 2018 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Onyx Financial Advisors, LLC manage?
Onyx Financial Advisors, LLC reports $506.4 million in regulatory assets under management on its Form ADV.
How many employees does Onyx Financial Advisors, LLC have?
Onyx Financial Advisors, LLC reports 10 employees.
Where is Onyx Financial Advisors, LLC located?
Onyx Financial Advisors, LLC is based in Idaho Falls, ID and has been SEC-registered since 2016.
Does Onyx Financial Advisors, LLC disclose fund performance?
Onyx Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2400 E. 25th Street, Idaho Falls, ID 83404 |
| Phone | 208-522-6400 |
| Fax | 208-529-9802 |
| Office hours | 9a.m.-5p.m. M-Th; 9a.m.-2p.m. F |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$506.4M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$506.4Mregulatory AUM
Discretionary $506.4M