$506.4M Total AUM
$506.4M Disc. AUM
-- 3Y CAGR
10 Employees
273 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2006
- Office Locations
- 1
Office Locations
2400 E. 25th Street Idaho Falls ID
About Onyx Financial Advisors, LLC
Onyx Financial Advisors, LLC is a Idaho Falls-based RIA. The firm has been operating for 20 years. Managing $506.4M in total assets under management, with 7 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
40 AVG AGE
$72.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
9.5 yrs AVG TENURE
10 Employees
7 Advisory Reps
7 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Value prime Radial
Client Personas
Eagle Ember
Custodian
Optima pioneer Unison Capital vertex Horizon
Fund Managers
Vital optima
Investment Themes
Frontier Meridian catalyst Fusion
Investment Vehicles
Beacon Quantum Peak
Services
Insight Timber Glacier pioneer Harbor zenith Element radial Quantum Element Wave
Owner & Executives
LYNDSAY GOODY
Chief Compliance Officer, Managing Director
- CRD
- #4852739
- Ownership
- Less than 5%
(760) 235-3293
glacier.ember@vectorcapital.com
in linkedin.com/in/horizon-zenith
Showing 1 of 1 owners & executives
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Orrin D Cellan
Associate
- CRD
- #7690561
(675) 535-1834
legacy.catalyst@deltacapital.com
in linkedin.com/in/bridge-summit
CODY GRANT DANIELS
Financial Advisor
- CRD
- #6093280
(813) 651-9482
timber.horizon@zenithcapital.com
in linkedin.com/in/glacier-crest
S
Summit pathway
Frontier catalyst delta
- CRD
- #28440
(640) 473-8016
unison.ember@vitalcapital.com
in linkedin.com/in/wave-vertex
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $506,448,769 | $484,640 |
| Non-Discretionary | $0 | -- |
| Total | $506,448,769 | $484,640 |
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Separately Managed Accounts
Total SMA Asset: $506,448,769
Public Funds:
25.8% Cash:
47.7% Equity - Exchange:
26.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $877,734,002 | 25.8% |
| Cash | $1,622,787,282 | 47.7% |
| Equity - Exchange | $901,548,490 | 26.5% |
| Total | $3,402,069,774 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX ZENITH MERIDIAN | VERTEX NORTH | AJJTO55S2 | CTHD | 9.34% | $119,408,150 |
| HARBOR NORTH | SUMMIT RADIAL | PE8Q5QEMH | EZFK | 6.31% | $97,807,818 |
| LEGACY HARBOR | FOCUS BEACON | 5AMKGJF4D | FRSSE | 4.37% | $1,926,067 |
| VITAL WAVE | TIMBER FRONTIER | EI66OMBFU | VBJAR | 7.81% | $10,431,101 |
| VERTEX CREST RIDGE | SUMMIT FOCUS | SRAR1SG72 | GZADL | 12.37% | $86,737,449 |
| EMBER VALUE EMBER | DELTA VECTOR | H9J1MDDXA | ANL | 2.13% | $40,349,359 |
| RADIAL QUANTUM | PATHWAY TIMBER | E4J6CVPM6 | MEUD | 10.52% | $69,802,082 |
| PATHWAY HORIZON CATALYST | ELEMENT RIDGE | 8FAQF3B7Q | DLWBO | 6.75% | $114,675,612 |