# 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.

- CRD: 299658
- Filed as: IDX ADVISORS
- Legal name: IDX Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299658
- AdvisorCensus page: https://advisorcensus.com/firm/idx-advisors-scottsdale-az-299658

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $128,120,589
- Discretionary: $128,120,589
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 3 | $128,120,589 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- idxadvisors.com
- idxfunds.com
- idxinsights.com
- idxshares.com
- LinkedIn @idx-shares
- X @idxsharesetfs

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $31,281,215 | 4 | April 1, 2022 |
| October 2023 | $42,242,449 | 7 | April 3, 2023 |
| October 2024 | $106,516,916 | 7 | March 27, 2024 |
| October 2025 | $97,401,984 | 6 | February 27, 2025 |
| October 2026 | $128,120,589 | 6 | February 26, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IDX Advisors (CRD 299658): Form ADV filing data as of October 2026.