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| Happy Holidays!! thanks for using AUM13F!! |
| Onyx Financial Advisors LLC
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|---|---|
| CRD # | 134881 |
| SEC # | 801-107355 |
| CIK # | 0001957840 |
| AUM | $426.8 M (2025-02-27) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 208-522-6400 |
| Address | 2400 E 25th Street Idaho Falls, ID 83404 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.5 | ||
| Glacier Bancorp Inc | 3.3 | ||
| Perkinelmer Inc | 1.1 | ||
| Oracle Corp | 0.9 | ||
| Caterpillar Inc | 0.4 | ||
| Nuveen Preferred & Income Opportunities Fund | 0.3 | ||
| Philip Morris International Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 60.0 |
| (b) Individuals (high net worth individuals) | 133 | 357.0 |
| (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 | 2.5 |
| (h) Charitable organizations | 6 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 978 | 426.8 |
| By Discretionary | ||
| Discretionary | 978 | 426.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 978 | 426.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 426.8 | |
| Total | 978 | 426.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001957840] |
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|---|---|---|
|
Altman Advisors Inc
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IL | 0.4 |
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John F Suby Wealth Management LLC
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WI | 0.4 |
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Lisanti Capital Growth LLC
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NY | 0.4 |
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Sarver Vrooman Wealth Advisors LLC
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MO | 0.4 |
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Etesian Wealth Advisors Inc
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OR | 0.4 |
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Tim Looney Investments LLC
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FL | 0.4 |
|
Graybill Wealth Management Ltd
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IL | 0.4 |
|
Monte Financial Group LLC
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|
CT | 0.4 |
|
Acorn Creek Capital LLC
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|
CO | 0.4 |
|
MKD Wealth Coaches LLC
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|
MI | 0.4 |