Data / Investment advisers / Arizona / Idx Advisors
Idx Advisors, Scottsdale, AZ: $128 million AUM, SEC registered investment adviser
Idx Advisors is an SEC registered investment adviser with its main office in Scottsdale, Arizona and reports $128 million in regulatory assets under management in its Form ADV filed February 26, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 299658
- SEC file number
- 801-122480
- SEC status
- Approved, effective October 8, 2021
- Legal name
- Idx Advisors, LLC
- Main office
- 9311 E Via de Ventura Suite 105, Scottsdale, AZ 85258
- Phone
- (833) 662-6346
- Website
- idxadvisors.com
- Regulatory AUM
- $128,120,589 in the Form ADV filed February 26, 2026
- Discretionary AUM
- $128,120,589
- Accounts
- 3
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $128.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $128.1 million | February 26, 2026 |
| December 1, 2025 | $97.4 million | February 27, 2025 |
Other advisers in Scottsdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sierra Legacy Group | Scottsdale | $152.7 million | Not listed | adviserinfo.sec.gov |
| CSP Financial Group LLC | Scottsdale | $150.6 million | Not listed | adviserinfo.sec.gov |
| Bridgelight Capital LLC | Scottsdale | $136.4 million | Not listed | adviserinfo.sec.gov |
| Almega Wealth Management | Scottsdale | $134.3 million | Not listed | adviserinfo.sec.gov |
| Degreen Private Wealth, LLC | Scottsdale | $132.8 million | Not listed | adviserinfo.sec.gov |
| GPS Investments | Scottsdale | $127.7 million | Not listed | adviserinfo.sec.gov |
| Luminescent Wealth Management, Inc. | Scottsdale | $127.4 million | Not listed | adviserinfo.sec.gov |
| O'Connor Capital Advisory, LLC | Scottsdale | $112.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Scottsdale, AZ
- Investment advisers in Arizona
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Idx Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.