{
  "crd_number": 134881,
  "slug": "onyx-financial-advisors-llc-idaho-falls-id-134881",
  "primary_business_name": "ONYX FINANCIAL ADVISORS, LLC",
  "legal_name": "ONYX FINANCIAL ADVISORS, LLC",
  "dbas": [],
  "city": "Idaho Falls",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "26820",
  "metro": {
    "cbsa_code": "26820",
    "common_name": "Idaho Falls",
    "msa_name": "Idaho Falls, ID",
    "path": "/advisors/id/idaho-falls"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-03-24",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-02-19",
  "carried_forward": false,
  "raum_total": 506448769.0,
  "raum_discretionary": 506448769.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4878598.0,
      "count": 7
    },
    "individuals": {
      "raum": 64840923.0,
      "count": 112
    },
    "pension_profit_sharing": {
      "raum": 3492542.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 431363539.0,
      "count": 153
    },
    "corporations_other_businesses": {
      "raum": 1873167.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "ID",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://facebook.com/ONYXFINANCIAL",
    "https://linkedin.com/COMPANY/ONYX-FINANCIAL-ADVISORS",
    "https://onyxfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/134881",
  "city_as_filed": "IDAHO FALLS",
  "url": "https://advisorcensus.com/firm/onyx-financial-advisors-llc-idaho-falls-id-134881",
  "display_name": "Onyx Financial Advisors, LLC",
  "summary": "Onyx Financial Advisors, LLC is an SEC-registered investment advisory firm in Idaho Falls, ID, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 19, 2026.",
  "citation": "AdvisorCensus. Onyx Financial Advisors, LLC (CRD 134881): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "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"
  ],
  "quick_answers": [
    {
      "q": "How is Onyx Financial Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Onyx Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Onyx Financial Advisors, LLC located?",
      "a": "Onyx Financial Advisors, LLC's principal office is in Idaho Falls, ID, according to its Form ADV."
    },
    {
      "q": "Is Onyx Financial Advisors, LLC registered with the SEC or a state?",
      "a": "Onyx Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 134881."
    },
    {
      "q": "How much does Onyx Financial Advisors, LLC manage?",
      "a": "Onyx Financial Advisors, LLC reports $506,448,769 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Onyx Financial Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Onyx Financial Advisors, LLC: Regulatory assets under management: $260,634,932 in the October 2021 data and $506,448,769 in the October 2026 data, up 94%. Total employees: 7 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Onyx Financial Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (153); individuals (other than high net worth individuals) (112); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Onyx Financial Advisors, LLC use?",
      "a": "Onyx Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Onyx Financial Advisors, LLC report any disciplinary disclosures?",
      "a": "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/134881"
    },
    {
      "q": "What changed in Onyx Financial Advisors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $426,815,438 to $506,448,769 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 260634932.0,
      "total_employees": 7,
      "filing_date": "2021-02-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 326363848.0,
      "total_employees": 10,
      "filing_date": "2022-02-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 299838428.0,
      "total_employees": 9,
      "filing_date": "2023-06-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 356230967.0,
      "total_employees": 9,
      "filing_date": "2024-01-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 426815438.0,
      "total_employees": 8,
      "filing_date": "2025-02-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 506448769.0,
      "total_employees": 10,
      "filing_date": "2026-02-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Regulatory assets under management went from $426,815,438 to $506,448,769 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "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-financial-advisors-llc-idaho-falls-id-134881.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 112,
      "fewer_than_5": false,
      "raum": 64840923.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 153,
      "fewer_than_5": false,
      "raum": 431363539.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 3492542.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 4878598.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1873167.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/134881",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}