{
  "crd_number": 287715,
  "slug": "x-and-y-advisors-inc-el-segundo-ca-287715",
  "primary_business_name": "X AND Y ADVISORS, INC.",
  "legal_name": "X AND Y ADVISORS, INC.",
  "dbas": [],
  "city": "El Segundo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-06-13",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 18814112.0,
  "raum_discretionary": 18814112.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1711663.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 17102449.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/11163670",
    "https://xandyadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287715",
  "city_as_filed": "EL SEGUNDO",
  "url": "https://advisorcensus.com/firm/x-and-y-advisors-inc-el-segundo-ca-287715",
  "display_name": "X and Y Advisors, Inc.",
  "summary": "X and Y Advisors, Inc. is a state-registered investment advisory firm in El Segundo, CA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. X and Y Advisors, Inc. (CRD 287715): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is X and Y Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), X and Y Advisors, Inc. reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is X and Y Advisors, Inc. located?",
      "a": "X and Y Advisors, Inc.'s principal office is in El Segundo, CA, according to its Form ADV."
    },
    {
      "q": "Is X and Y Advisors, Inc. registered with the SEC or a state?",
      "a": "X and Y Advisors, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287715."
    },
    {
      "q": "How much does X and Y Advisors, Inc. manage?",
      "a": "X and Y Advisors, Inc. reports $18,814,112 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does X and Y Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (7)."
    },
    {
      "q": "Does X and Y Advisors, Inc. report any disciplinary disclosures?",
      "a": "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/287715"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/x-and-y-advisors-inc-el-segundo-ca-287715.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 1711663.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 17102449.0
    }
  ],
  "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/287715",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}