# Onyx Wealth Management, LLC

> Onyx Wealth Management, LLC is a state-registered investment advisory firm in Durham, NC, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 332972
- Filed as: ONYX WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Durham, NC
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332972
- AdvisorCensus page: https://advisorcensus.com/firm/onyx-wealth-management-llc-durham-nc-332972

## Quick answers

**How is Onyx Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Onyx Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Onyx Wealth Management, LLC located?**
Onyx Wealth Management, LLC's principal office is in Durham, NC, according to its Form ADV.

**Is Onyx Wealth Management, LLC registered with the SEC or a state?**
Onyx Wealth Management, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332972.

**How much does Onyx Wealth Management, LLC manage?**
Onyx Wealth Management, LLC reports $6,275,783 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**What types of clients does Onyx Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (4).

**Does Onyx Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332972

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,275,783
- Discretionary: $6,275,783
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $1,861,819 |
| High net worth individuals | 4 | $4,413,964 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- onyxpf.com
- LinkedIn @curtisbyrdcfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Onyx Wealth Management, LLC (CRD 332972): Form ADV filing data as of October 2026.