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| Onyx Financial Advisors LLC
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|---|---|
| CRD # | 134881 |
| SEC # | 801-107355 |
| CIK # | 0001957840 |
| AUM | 506.4 M (2026-02-19) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 208-522-6400 |
| Address | 2400 E 25th Street Idaho Falls, ID 83404 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001957840 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Glacier Bancorp Inc | 4.2 | ||
| Microsoft Corp | 2.7 | ||
| Perkinelmer Inc | 1.3 | ||
| Caterpillar Inc | 1.1 | ||
| Oracle Corp | 0.6 | ||
| Nuveen Preferred & Income Opportunities Fund | 0.4 | ||
| Stryker Corp | 0.4 | ||
| Philip Morris International Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 64.8 |
| (b) Individuals (high net worth individuals) | 153 | 431.4 |
| (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 | 3.5 |
| (h) Charitable organizations | 7 | 4.9 |
| (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 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,045 | 506.4 |
| By Discretionary | ||
| Discretionary | 1,045 | 506.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,045 | 506.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 506.4 | |
| Total | 1,045 | 506.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001957840] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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