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Firm profile

Onyx Financial Advisors, LLC

IDAHO FALLS, IDCRD 134881Latest ADV February 19, 2026

Onyx Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Idaho Falls, ID. Its latest Form ADV filing, dated February 19, 2026, reports $506M in regulatory assets under management, 10 employees, and 1,045 accounts.

Assets Under Management
$506M
Employees
10
Offices
--
Total Clients
272
Primary office
IDAHO FALLS, ID
2400 E. 25TH STREET, IDAHO FALLS, ID, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOLyndsay Goody

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 56.3% of total clients.
Top client categories% of clientsClients
1
HNWI
56.3%
153
2
Individuals
41.2%
112
3
Charitable
2.6%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$506Mas of February 19, 2026
Discretionary100.0%
$506M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$506M
Total Accounts1,045
10Y AUM Change+$376M (+289.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee27:1
10Y Employee Change+4 (+66.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.