X Advisors, LLC
● SEC registered since 2024CRD 315838SEC# 801-130931Santa Maria, CA
Reg. AUM
$228.6M
Employees
5
Accounts
659
Location
Santa Maria, CA
X Advisors, LLC assets under management
X Advisors, LLC operates as an SEC-registered investment adviser based in Santa Maria, CA. The firm has been registered since 2024. It reports $228.6 million in regulatory assets under management and employs 5 people.
X Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Stewart Koury Control | Managing Member | Under 5% | 2025 |
| Betsy Ginn Control | Founder/Owner | Over 75% | 2025 |
| Robert Lee Bull | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does X Advisors, LLC manage?
X Advisors, LLC reports $228.6 million in regulatory assets under management on its Form ADV.
How many employees does X Advisors, LLC have?
X Advisors, LLC reports 5 employees.
Where is X Advisors, LLC located?
X Advisors, LLC is based in Santa Maria, CA and has been SEC-registered since 2024.
Does X Advisors, LLC disclose fund performance?
X Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2646 Santa Maria Way, Suite 104, Santa Maria, CA 93455 |
| Phone | 805-465-9232 |
| Office hours | 8-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$228.6M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$228.6Mregulatory AUM
Discretionary $228.6M