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
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.
Latest 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%)
* 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.