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X ADVISORS, LLC

SANTA MARIA, CA · CRD 315838 · IAPD ↗ · xadvisors.co · 805-465-9232

$228.6MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — X ADVISORS, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
July 2025 — X ADVISORS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
April 2025 — X ADVISORS, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — X ADVISORS, LLC now reports custody of client assets ($189.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2025 — X ADVISORS, LLC reported RAUM up 61% ($117.8M -> $189.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — X ADVISORS, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
September 2024 — X ADVISORS, LLC (SANTA MARIA, CA) is newly SEC-registered with $117.8M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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