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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

X ADVISORS, LLC

CRD 315838

SANTA MARIA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:244d156e-a367-acc1-18a3-4f6ff37c9878

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 9
On other graphs: 0
Observed: Jul 17, 2024 to May 18, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=5.0
Regulatory AUM: $229MItem 5.F on the latest filing (2026-05-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $229M
Private client RAUM: $229MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $45.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 659
Individual clients: 608
High net worth clients: 51
Custody, client assets: $229M
SEC number: 801-130931
CRD: 315838
Filings on the tape: 10
First filed: Jul 17, 2024
Latest filed: May 18, 2026
Organised: Limited Liability Company, CA
Website: xadvisors.co

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Jesse Wayne Bristow	n/a	SANTA MARIA, CA \| Santa Maria, CA \| Denver, CO	2	10	n/a	yes
Thorne OConnell	n/a	SANTA MARIA, CA \| Santa Maria, CA	1	13	n/a	yes
Alexander Stewart Koury	n/a	SANTA MARIA, CA	1	11	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Gorski, Ryan, Steven	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	yes	07/2021	Jul 17, 2024	Aug 28, 2024
Grabau, Loren, James	MANAGING MEMBER	D	yes	07/2021	Jul 17, 2024	Aug 28, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bakersfield	CA	United States	1	yes
Encinitas	CA	United States	1	yes
Encino	CA	United States	1	yes
Denver	Co	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$229M	$229M	5	5	4	n/a	n/a
2024	Mar 26, 2025	$190M	$83.6M	8	8	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	40.0%	0	0	0	1	7

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$229M	$190M	20.4%	n/a	n/a	5	8	4	4

Relationships

Registered with (13)

← Jesse Wayne BristowAdvisorregistration: current employment
Aug 7, 2025 to presentfactForm ADV
← ROBERT LEE BULLAdvisorregistration: current employment
Jul 9, 2025 to presentfactForm ADV
← ERICH MICHAEL IMPHONGAdvisorregistration: current employment
Apr 3, 2025 to presentfactForm ADV
← Thorne OConnellAdvisorregistration: current employment
Apr 3, 2025 to presentfactForm ADV
← Alexander Stewart KouryAdvisorregistration: current employment
Apr 3, 2025 to presentfactForm ADV
← CLARK DOUGLAS STEVENSAdvisorregistration: previous registration
Mar 27, 2024 to Oct 16, 2025factForm ADV
← Matthew David MarchandAdvisorregistration: previous registration
Jul 23, 2025 to Oct 6, 2025factForm ADV
← BEN THOMAS MCCOLLUMAdvisorregistration: previous registration
Mar 23, 2023 to Aug 27, 2025factForm ADV
← Ryan Steven GorskiAdvisorregistration: previous registration
Aug 10, 2021 to Aug 18, 2025factForm ADV
← Loren James GrabauAdvisorregistration: previous registration
Aug 10, 2021 to Aug 18, 2025factForm ADV
← NANCY YEN CHANGAdvisorregistration: previous registration
Sep 27, 2021 to Sep 19, 2024factForm ADV
← James CurranAdvisorregistration: previous registration
May 10, 2022 to May 17, 2024factForm ADV
← Trevor S CraneAdvisorregistration: previous registration
Jul 11, 2022 to Jan 13, 2023factForm ADV

Controls (2)

← Gorski, Ryan, StevenOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jul 17, 2024 to Aug 28, 2024factForm ADV
← Grabau, Loren, JamesOwnerMANAGING MEMBER, ownership code D, individual
Jul 17, 2024 to Aug 28, 2024factForm ADV

Dated events

Occurred
Oct 16, 2025
Advisor changed firm
Clark Douglas Stevens left X Advisors, Llc for Lpl Financial Llc (registered 2025-10-15)
Form ADVobserved 5 days ago
Occurred
Oct 6, 2025
Advisor changed firm
Matthew David Marchand left X Advisors, Llc for Pacific Point Wealth Management (registered 2025-10-13)
Form ADVobserved 5 days ago
Occurred
Aug 27, 2025
Advisor changed firm
Ben Thomas Mccollum left X Advisors, Llc for Independent Financial Group, Llc (registered 2023-09-22)
Form ADVobserved 5 days ago
Occurred
Aug 18, 2025
Advisor changed firm
Loren James Grabau left X Advisors, Llc for Financial Gravity Family Office Services, Llc (registered 2025-08-07)
Form ADVobserved 5 days ago
Occurred
Aug 18, 2025
Advisor changed firm
Ryan Steven Gorski left X Advisors, Llc for Pacific Point Wealth Management (registered 2025-10-03)
Form ADVobserved 5 days ago
Occurred
Sep 19, 2024
Advisor changed firm
Nancy Yen Chang left X Advisors, Llc for Independent Financial Group, Llc (registered 2021-09-27)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2024
First Form ADV filing
X Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
May 17, 2024
Advisor changed firm
James Curran left X Advisors, Llc for Oneseven (registered 2024-05-17)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Advisor changed firm
Trevor S Crane left X Advisors, Llc for Advice And Planning Services (registered 2023-03-24)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:244d156e-a367-acc1-18a3-4f6ff37c9878
First observed: Jul 17, 2024
Last observed: May 18, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

X ADVISORS, LLC

CRD 315838

SANTA MARIA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:244d156e-a367-acc1-18a3-4f6ff37c9878

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:05 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Jesse Wayne Bristow

n/a

SANTA MARIA, CA | Santa Maria, CA | Denver, CO

n/a

yes

Thorne OConnell

n/a

SANTA MARIA, CA | Santa Maria, CA

n/a

yes

Alexander Stewart Koury

n/a

SANTA MARIA, CA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Gorski, Ryan, Steven

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

07/2021

Jul 17, 2024

Aug 28, 2024

Grabau, Loren, James

MANAGING MEMBER

yes

07/2021

Jul 17, 2024

Aug 28, 2024

City

State

Country

Employees

Also broker-dealer

Bakersfield

United States

yes

Encinitas

United States

yes

Encino

United States

yes

Denver

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$229M

n/a

2024

Mar 26, 2025

$190M

$83.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

40.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$229M

$190M

20.4%

n/a