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Broker-dealer firm · Santa Maria, CA

X Advisors, LLC

SEC-registered investment adviser · CRD 315838 · SEC 801-130931

At a glance

X Advisors, LLC is an SEC-registered investment adviser based in Santa Maria, California, with $229 million in regulatory assets under management as of its Form ADV filed May 18, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 659 individual clients. By Form ADV it is a broker-dealer firm, ranked 277th of 391 broker-dealer firms and 11,557th of 17,210 SEC-registered advisers by assets.

Main office 805-465-9232xadvisors.coAs filed on Form ADV

Regulatory AUM
$229M
Rank among broker-dealer firms
#277 of 391
Rank among all SEC RIAs
#11,557 of 17,210
Rank in California
#1,335 of 1,873
Individual clients
659
High-net-worth clients
51
Accounts
659
Discretionary
100% of AUM
Employees
5
Advisory staff
5
Offices
5

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. Charles Schwab$190M

Other RIAs using Charles Schwab

Broker-dealer

Hybrid RIA

X Advisors, LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.

Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals51$134M59%
Individuals608$94M41%

Disciplinary disclosures

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

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Other services

How it’s paid

  • A percentage of assets under management

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

AtlasMembers

The full record on X Advisors, LLC

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, 2 years of filings
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Growth over one, three and five years
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Rank against 157 peers of its type and size
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Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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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 X Advisors, LLC manage?

X Advisors, LLC reports $229 million in regulatory assets under management across 659 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 18, 2026.

What kind of firm is X Advisors, LLC?

X Advisors, LLC is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.

Who are X Advisors, LLC’s clients?

By assets, its largest client types are high-net-worth individuals ($134 million, 51 clients); individuals ($94 million, 608 clients).

Does X Advisors, LLC have any disciplinary history?

X Advisors, LLC 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 X Advisors, LLC’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 (2026-05-18), 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 →