Founder/owner · X Advisors, LLC
Betsy Ginn
CRD 7891624 · Named on Form ADV at 2 SEC-registered advisers
At a glance
X Advisors, LLC, an SEC-registered broker-dealer firm based in Santa Maria, CA with $229 million in regulatory assets, lists Betsy Ginn on its Form ADV as Founder/owner, a control person. The SEC filings also name Betsy at 1 other registered adviser.
Firms and roles
- X Advisors, LLCFounder/ownerBroker-dealer firm · Santa Maria, CA · $229M in regulatory assets
- Peakstone Financial AdvisorsOwnerWealth manager · Chevy Chase, MD · $256M in regulatory assets
AtlasMembers
Betsy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert L. BullChief Compliance Officer, X Advisors, LLC
- Alexander S. KouryManaging Member, X Advisors, LLC
- Kristi L. MurphyChief Compliance Officer/executive Vp- Client Operations, Peakstone Financial Advisors
- Erich M. ImphongPresident, Peakstone Financial Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Betsy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.