{
  "crd_number": 306097,
  "slug": "onyx-bridge-wealth-group-llc-tarrytown-ny-306097",
  "primary_business_name": "ONYX BRIDGE WEALTH GROUP LLC",
  "legal_name": "ONYX BRIDGE WEALTH GROUP LLC",
  "dbas": [
    "THE GILMAN FINANCIAL GROUP"
  ],
  "city": "Tarrytown",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-02-06",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-05-26",
  "carried_forward": false,
  "raum_total": 1370368948.0,
  "raum_discretionary": 1363463539.0,
  "raum_non_discretionary": 6905409.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 32,
  "advisory_employees": 19,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1520542.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 454193388.0,
      "count": 1453
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 8630158.0,
      "count": 1,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 28022122.0,
      "count": 32
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 868148537.0,
      "count": 341
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 9854201.0,
      "count": 17
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IN",
    "LA",
    "MA",
    "MD",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/OnyxBridge",
    "https://instagram.com/onyxbridgewealthgroup",
    "https://linkedin.com/company/onyx-bridge",
    "https://onyxbridge.com",
    "https://thegilmanfinancialgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306097",
  "disclosure_items": [
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "TARRYTOWN",
  "url": "https://advisorcensus.com/firm/onyx-bridge-wealth-group-llc-tarrytown-ny-306097",
  "display_name": "Onyx Bridge Wealth Group LLC",
  "summary": "Onyx Bridge Wealth Group LLC is an SEC-registered investment advisory firm in Tarrytown, NY, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.",
  "citation": "AdvisorCensus. Onyx Bridge Wealth Group LLC (CRD 306097): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Onyx Bridge Wealth Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Onyx Bridge Wealth Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Onyx Bridge Wealth Group LLC located?",
      "a": "Onyx Bridge Wealth Group LLC's principal office is in Tarrytown, NY, according to its Form ADV; the June 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Onyx Bridge Wealth Group LLC registered with the SEC or a state?",
      "a": "Onyx Bridge Wealth Group LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306097."
    },
    {
      "q": "How much does Onyx Bridge Wealth Group LLC manage?",
      "a": "Onyx Bridge Wealth Group LLC reports $1,370,368,948 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (99% discretionary)."
    },
    {
      "q": "How have Onyx Bridge Wealth Group LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Onyx Bridge Wealth Group LLC: Regulatory assets under management: $296,890,839 in the October 2021 data and $1,370,368,948 in the October 2026 data, up 362%. Total employees: 24 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Onyx Bridge Wealth Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,453); high net worth individuals (341); pension and profit sharing plans (but not the plan participants or government pension plans) (32)."
    },
    {
      "q": "Which custodians does Onyx Bridge Wealth Group LLC use?",
      "a": "Onyx Bridge Wealth Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Onyx Bridge Wealth Group LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.C(4) (SEC or CFTC order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306097"
    },
    {
      "q": "What changed in Onyx Bridge Wealth Group LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Added an office in Exton, PA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 296890839.0,
      "total_employees": 24,
      "filing_date": "2021-09-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 442351110.0,
      "total_employees": 22,
      "filing_date": "2022-08-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 468864572.0,
      "total_employees": 18,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 815684357.0,
      "total_employees": 24,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1000901317.0,
      "total_employees": 28,
      "filing_date": "2025-04-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1370368948.0,
      "total_employees": 32,
      "filing_date": "2026-05-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added an office in Exton, PA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 17 to 19.",
        "Regulatory assets under management went from $1,000,901,317 to $1,370,368,948 (+37%).",
        "Added an office in Dover, DE.",
        "Added an office in Port St. Lucie, FL.",
        "No longer lists an office in Bardonia, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NV, UT."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.C(4)).",
        "Registered or notice-filed in AZ."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/onyx-bridge-wealth-group-llc-tarrytown-ny-306097.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1453,
      "fewer_than_5": false,
      "raum": 454193388.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 341,
      "fewer_than_5": false,
      "raum": 868148537.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 32,
      "fewer_than_5": false,
      "raum": 28022122.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1520542.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 8630158.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 17,
      "fewer_than_5": false,
      "raum": 9854201.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306097",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}