← Tributary

FDX ADVISORS, INC.

BERWYN, PA · CRD 104601 · IAPD ↗ · 312-827-2800

$832.8MRegulatory AUM
4Advisory reps
17Employees
6Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
July 2026 — FDX ADVISORS, INC. moved its main office from CHICAGO, IL to BERWYN, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
48
April 2025 — FDX ADVISORS, INC. reported RAUM down 59% ($2.27B -> $926.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2025 — FDX ADVISORS, INC. shrank from 9 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — FDX ADVISORS, INC. reported RAUM down 37% ($3.62B -> $2.27B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.