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ONYX FINANCIAL ADVISORS, LLC

IDAHO FALLS, ID · CRD 134881 · IAPD ↗ · onyxfinancial.com · 208-522-6400

$506.4MRegulatory AUM
7Advisory reps
10Employees
1Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — ONYX FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($426.8M -> $506.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2025 — ONYX FINANCIAL ADVISORS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — ONYX FINANCIAL ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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