FDX Advisors Inc

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Assets, Funds, Holdings

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FDX Advisors Inc
CRD #104601
SEC #801-29775
CIK #0001566601
AUM $926.1 M (2025-07-01)
Employees 20 (25% Investors, 0% Brokers)
Phone312-827-2800
Address222 N LaSalle St, Suite 625
Chicago, IL 60601
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
2016128401998200720162026
Sector Form 13F Holdings Value ($B)
iShares Comex Gold Trust 0.0
Microsoft Corp 0.0
Nvidia Corp 0.0
Facebook Inc 0.0
Amazon Com Inc 0.0
Apple Inc 0.0
Taiwan Semiconductor Manufacturing Co Ltd 0.0
 
 
 
 
Holdings by Sector ($B)
5.04.03.02.01.00.02012201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 1 0.9
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 5,003 0.9
By Discretionary
Discretionary 5,003 0.9
Non-Discretionary 0 0.0
Total 5,003 0.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.9
Total 5,003 0.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001566601]
Comparable Firms State AUM ($B)
Frazier Financial Advisors LLC
OH 0.9
Detalus Advisors LLC
MO 0.9
West Paces Advisors Inc
GA 0.9
Navigation Group LLC
CA 0.9
Strata Wealth Advisors LLC
TX 0.9
Oarsman Capital Inc
WI 0.9
Yeske BUIE Inc
VA 0.9
APCM Wealth Management for Individuals LLC
AK 0.9
Schroder Wealth Management US Limited
0.9
1832 Asset Management US Inc
0.9
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