AdvisorCensus / Financial advisors / Arizona / Phoenix / IDX Advisors
IDX Advisors is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.
Quick answers
From the filingHow is IDX Advisors compensated?
On its Form ADV (Item 5.E, October 2026), IDX Advisors reports these compensation arrangements: a percentage of assets under its management.
Where is IDX Advisors located?
IDX Advisors' principal office is in Scottsdale, AZ, according to its Form ADV.
Is IDX Advisors registered with the SEC or a state?
IDX Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 299658.
How much does IDX Advisors manage?
IDX Advisors reports $128,120,589 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).
How have IDX Advisors' assets and staff changed since 2022?
In the Form ADV data for IDX Advisors: Regulatory assets under management: $31,281,215 in the October 2022 data and $128,120,589 in the October 2026 data, up 310%. Total employees: 4 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does IDX Advisors serve?
By number of clients on Form ADV Item 5.D: investment companies (3).
Does IDX Advisors 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/299658
What changed in IDX Advisors' recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $97,401,984 to $128,120,589 (+32%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$128,120,589 as of October 2026, filing dated February 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
Registration and firm details
Items 1, 2, 5- Legal name
- IDX Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 6. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $128,120,589 | 6 | February 26, 2026 |
| October 2025 | $97,401,984 | 6 | February 27, 2025 |
| October 2024 | $106,516,916 | 7 | March 27, 2024 |
| October 2023 | $42,242,449 | 7 | April 3, 2023 |
| October 2022 | $31,281,215 | 4 | April 1, 2022 |
Regulatory assets under management: $31,281,215 in the October 2022 data and $128,120,589 in the October 2026 data, up 310%.
Total employees: 4 in October 2022 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $97,401,984 to $128,120,589 (+32%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. IDX Advisors (CRD 299658): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/idx-advisors-scottsdale-az-299658