Onyx Financial Advisors, LLC
Onyx Financial Advisors, LLC is a SEC-registered investment advisory firm headquartered in Idaho Falls, Idaho. Founded in 2005, the firm provides personalized financial planning and investment management services to individuals (including high net worth individuals), corporations, trustee- and participant-directed retirement plans, and charitable organizations. As of early 2024, Onyx Financial Advisors manages $356.2 million in assets and employs 9 staff, most of whom are investment professionals. The firm focuses on holistic financial advice and integrated solutions for its clients, ensuring all aspects of their financial life work in a coordinated manner.
Investment Strategy
Onyx Financial Advisors, LLC offers tailored investment management and comprehensive financial planning services. The firm consults with clients to determine their financial objectives, identify financial issues, manage cash flows, and address tax matters. Their core investment philosophy centers around maintaining a fiduciary standard, providing objective advice, and designing diversified portfolios that align with each client’s specific goals, risk tolerance, and overall financial plan. They serve as fiduciaries under ERISA and/or the Internal Revenue Code when advising qualified retirement plans and IRAs, focusing on coordinated asset management across all client accounts.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 61.25% | $138.4M | 3,589,292 | $25.67 | $38.57 | +$9.7M |
D DFAX | DIMENSIONAL ETF TRUST | 15.93% | $36.0M | 1,147,400 | $22.67 | $31.38 | +$2.2M |
D DFSD | DIMENSIONAL ETF TRUST | 7.41% | $16.8M | 347,696 | $46.59 | $48.19 | +$391.8K |
D DUSB | DIMENSIONAL ETF TRUST | 3.77% | $8.5M | 167,998 | $50.61 | $50.78 | +$478.2K |
D DFAR | DIMENSIONAL ETF TRUST | 3.51% | $7.9M | 332,475 | $21.86 | $23.85 | +$380.9K |