# FDX Advisors, Inc.

> FDX Advisors, Inc. is an SEC-registered investment advisory firm in Berwyn, PA, registered since 1987, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 104601
- Filed as: FDX ADVISORS, INC.
- Also doing business as: FOLIO DYNAMICS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Berwyn, PA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104601
- AdvisorCensus page: https://advisorcensus.com/firm/fdx-advisors-inc-berwyn-pa-104601

## Quick answers

**How is FDX Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), FDX Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is FDX Advisors, Inc. located?**
FDX Advisors, Inc.'s principal office is in Berwyn, PA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is FDX Advisors, Inc. registered with the SEC or a state?**
FDX Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 104601.

**How much does FDX Advisors, Inc. manage?**
FDX Advisors, Inc. reports $832,819,068 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have FDX Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for FDX Advisors, Inc.: Regulatory assets under management: $3,873,876,999 in the October 2021 data and $832,819,068 in the October 2026 data, down 79%. Total employees: 54 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does FDX Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (1).

**Which custodians does FDX Advisors, Inc. use?**
FDX Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Cetera Investment Services LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does FDX Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104601

**What changed in FDX Advisors, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: No longer lists an office in Berwyn, PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Cetera Investment Services LLC
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $832,819,068
- Discretionary: $832,819,068
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 1 | $832,819,068 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1987 (39 years)
- Employees: 17 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IA, IL, MA, NJ, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Denver, CO

### Websites listed on Form ADV (Item 1.I)
- envestnet.com
- instagram/ENVESTNET
- vimeo.com/envestnet
- Facebook @ENVESTNET
- LinkedIn @envestnet
- X @Envestnet_
- YouTube @UCSKSh09e27bKbsxuSeg2jqw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,873,876,999 | 54 | April 27, 2021 |
| October 2022 | $5,084,607,498 | 51 | March 31, 2022 |
| October 2023 | $3,621,302,408 | 66 | September 27, 2023 |
| October 2024 | $2,266,403,429 | 48 | September 3, 2024 |
| October 2025 | $926,084,276 | 20 | July 1, 2025 |
| October 2026 | $832,819,068 | 17 | June 30, 2026 |

Regulatory assets under management: $3,873,876,999 in the October 2021 data and $832,819,068 in the October 2026 data, down 79%.
Total employees: 54 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- No longer lists an office in Berwyn, PA.

### April 2026
- No longer lists the business name Envestnet Capital Management.
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $926,084,276 to $832,819,068 (-10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FDX Advisors, Inc. (CRD 104601): Form ADV filing data as of October 2026.