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Asset manager · Berwyn, PA

FDX Advisors, Inc.

SEC-registered investment adviser · CRD 104601 · SEC 801-29775

At a glance

FDX Advisors, Inc. is an SEC-registered investment adviser based in Berwyn, Pennsylvania, with $833 million in regulatory assets under management as of its Form ADV filed June 30, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 1,449th of 3,218 asset managers and 5,959th of 17,210 SEC-registered advisers by assets.

Main office 312-827-2800LinkedInAs filed on Form ADV

Regulatory AUM
$833M
Rank among asset managers
#1,449 of 3,218
Rank among all SEC RIAs
#5,959 of 17,210
Rank in Pennsylvania
#214 of 564
Clients
1
Accounts
3,937
Discretionary
100% of AUM
Employees
17
Advisory staff
4
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

2 custodians

  1. BNY Pershing$707M85%
  2. Cetera Investment Services$126M15%

Other RIAs using BNY PershingOther multi-custodian RIAs

Broker-dealer

Affiliated broker-dealer

It names affiliated broker-dealers: Envestnet Securities, Inc. and Fidx Markets LLC.

Other RIAs with an affiliated broker-dealer

Who it serves

Client typeClientsRegulatory AUMShare
Other investment advisers1$833M100%

Disciplinary disclosures

FDX Advisors, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on FDX Advisors, Inc.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
Locked
Rank against 1,014 peers of its type and size
Locked
Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
2Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does FDX Advisors, Inc. manage?

FDX Advisors, Inc. reports $833 million in regulatory assets under management across 3,937 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 30, 2026.

What kind of firm is FDX Advisors, Inc.?

FDX Advisors, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are FDX Advisors, Inc.’s clients?

By assets, its largest client types are other investment advisers ($833 million, 1 clients).

Does FDX Advisors, Inc. have any disciplinary history?

FDX Advisors, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is FDX Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →