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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-10-2021
- Office Locations
- 4
Office Locations
About X Advisors, LLC
X Advisors, LLC provides investment management and strategic wealth planning for individuals—from first-time investors to those nearing retirement. The team delivers financial, retirement, investment, estate, and insurance planning through a structured planning process with ongoing advice. Founder-led and Schwab-custodied, with offices spanning Santa Maria/Encinitas/Encino (CA), Denver (CO), and Maryland.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Betsy Ginn
FOUNDER, Owner
- CRD
- --
- Ownership
- 75% or more
ROBERT LEE BULL IV
Chief Compliance Officer, Chief Executive Officer
- CRD
- #1521134
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Jesse Wayne Bristow
Investment Advisor Representative
- CRD
- #7067008
ERICH MICHAEL IMPHONG
President
- CRD
- #5083311
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,610,000 | $346,904 |
| Non-Discretionary | $0 | -- |
| Total | $228,610,000 | $346,904 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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