Data / Investment advisers / Idaho / Onyx Financial Advisors, LLC
Onyx Financial Advisors, LLC, Idaho Falls, ID: $506 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Onyx Financial Advisors, LLC is an SEC registered investment adviser with its main office in Idaho Falls, Idaho and reports $506 million in regulatory assets under management in its Form ADV filed February 19, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Onyx Financial Advisors, LLC (CRD number 134881): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 134881
- SEC file number
- 801-107355
- SEC status
- Approved, effective March 24, 2016
- Main office
- 2400 E. 25th Street, Idaho Falls, ID 83404
- Phone
- (208) 522-6400
- Website
- onyxfinancial.com
- Regulatory AUM
- $506,448,769 in the Form ADV filed February 19, 2026
- Discretionary AUM
- $506,448,769
- Accounts
- 1,045
- Employees
- 10, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 19, 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 |
|---|---|---|
| High net worth individuals | 153 | $431.4 million |
| Individuals (other than high net worth individuals) | 112 | $64.8 million |
| Charitable organizations | 7 | $4.9 million |
| Pension and profit sharing plans | Fewer than 5 | $3.5 million |
| Corporations or other businesses | Fewer than 5 | $1.9 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 | $506.4 million | February 19, 2026 |
| December 1, 2025 | $426.8 million | February 27, 2025 |
Other advisers in Idaho
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Helmstar Wealth Management | Boise | $785.6 million | Not listed | adviserinfo.sec.gov |
| Hedonova Advisors LLC | Post Falls | $643.2 million | 1 | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Boise | $629 million | Not listed | adviserinfo.sec.gov |
| Freedom Fiduciaries LLC | Boise | $584.6 million | Not listed | adviserinfo.sec.gov |
| Berkeley, Inc | Boise | $573.9 million | Not listed | adviserinfo.sec.gov |
| Wood Tarver Financial | Boise | $489 million | Not listed | adviserinfo.sec.gov |
| HRC Wealth Management, LLC | Moscow | $487.4 million | Not listed | adviserinfo.sec.gov |
| DB Fitzpatrick | Boise | $487 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Idaho
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Onyx Financial Advisors, LLC on the SEC's adviser search
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.