DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

ONYX WEALTH ADVISORS, INC.

CRD 119558

DALLAS, TX

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:3bf83c90-88f7-6077-bc3e-93f2b188929c

Data as of Nov 8, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 42
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2012 to Nov 8, 2013
26 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $122MItem 5.F on the latest filing (2013-11-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $122M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Accounts: 1,308
SEC number: 801-64117
CRD: 119558
Filings on the tape: 26
First filed: Jan 3, 2012
Latest filed: Nov 8, 2013
Organised: Corporation, Texas

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
CAMBRIDGE LEGACY GROUP, INC.	Owner	E	yes	12/2001	Mar 11, 2013	Nov 8, 2013
CARROLL, DEANNA, JANE	Partner	E	yes	07/1998	Feb 25, 2013	Nov 8, 2013
DEAN, BENJAMIN, HERSCHEL	President	Na	yes	07/2012	Oct 22, 2012	Nov 8, 2013
LONGWOOD PARTNERS, LTD.	OWNER OF REGISTRANT	E	yes	02/2013	Mar 11, 2013	Nov 8, 2013
MAHONEY, JOHN, WILLIAM	CHIEF COMPLIANCE OFFICER	Na	yes	06/2010	Jan 3, 2012	Nov 8, 2013

Offices

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

City	State	Country	Employees	Also broker-dealer
LITTLE ROCK	Ar	United States	n/a	no
BOCA RATON	FL	United States	n/a	no
Monroe	La	United States	n/a	no
Bartlesville	Ok	United States	n/a	no
Spring	TX	United States	n/a	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Mar 7, 2013	$122M	$122M	3	2	n/a	n/a	n/a
2011	Mar 27, 2012	$130M	$130M	n/a	n/a	n/a	n/a	n/a

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
2012	$122M	$130M	-6.2%	n/a	n/a	3	n/a	n/a	n/a

Relationships

Controls (5)

← DEAN, BENJAMIN, HERSCHELOwnerPRESIDENT, ownership code NA, individual
Oct 22, 2012 to presentfactForm ADV
← CARROLL, DEANNA, JANEOwnerPARTNER, ownership code E, individual
Feb 25, 2013 to presentfactForm ADV
← MAHONEY, JOHN, WILLIAMOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 3, 2012 to presentfactForm ADV
← CAMBRIDGE LEGACY GROUP, INC.OwnerOWNER, ownership code E, domestic entity
Mar 11, 2013 to presentfactForm ADV
← LONGWOOD PARTNERS, LTD.OwnerOWNER OF REGISTRANT, ownership code E, domestic entity
Mar 11, 2013 to presentfactForm ADV

Registered with (35)

← JOHN DENNIS KELLYAdvisorregistration: previous registration
Sep 27, 2007 to Dec 31, 2013factForm ADV
← BENJAMIN HERSCHEL DEANAdvisorregistration: previous registration
Apr 22, 2008 to Dec 31, 2013factForm ADV
← KENNETH ANDREW DAVEYAdvisorregistration: previous registration
Nov 8, 2007 to Dec 31, 2013factForm ADV
← ALAN CHARLES DEETJENAdvisorregistration: previous registration
Sep 4, 2008 to Dec 31, 2013factForm ADV
← DAVID MICHAEL BREEDLOVEAdvisorregistration: previous registration
Feb 26, 2007 to Dec 31, 2013factForm ADV
← DANIEL ANDREW VISEAdvisorregistration: previous registration
Feb 20, 2013 to Dec 31, 2013factForm ADV
← STEPHEN JAMES MYLERAdvisorregistration: previous registration
Jul 7, 2010 to Dec 31, 2013factForm ADV
← DON ROSS MARTINAdvisorregistration: previous registration
Sep 2, 2011 to Dec 31, 2013factForm ADV
← TODD MICHAEL COURAdvisorregistration: previous registration
Feb 22, 2011 to Dec 31, 2013factForm ADV
← JAMES RALEIGH BAILESAdvisorregistration: previous registration
Nov 3, 2008 to Dec 31, 2013factForm ADV
← JON AUBREY NETTLESAdvisorregistration: previous registration
Feb 20, 2013 to Dec 31, 2013factForm ADV
← STEVEN DAVID FRUEHAdvisorregistration: previous registration
Feb 22, 2008 to Dec 31, 2013factForm ADV
← ERIK C BLOOMFELDTAdvisorregistration: previous registration
Jan 3, 2012 to Dec 31, 2013factForm ADV
← JAMES BRADLEY CARROLLAdvisorregistration: previous registration
Jun 24, 2010 to Dec 31, 2013factForm ADV
← CHRIS ALAN BETTENCOURTAdvisorregistration: previous registration
Aug 17, 2011 to Dec 31, 2013factForm ADV
← CARMEL JOHN SPITERIAdvisorregistration: previous registration
Sep 23, 2010 to Dec 31, 2013factForm ADV
← BENJAMIN JACOB CHILDSAdvisorregistration: previous registration
Aug 10, 2012 to Dec 31, 2013factForm ADV
← MICHAEL LEE JONESAdvisorregistration: previous registration
May 2, 2011 to Dec 16, 2013factForm ADV
← BRIAN PAUL KOEPPAdvisorregistration: previous registration
Sep 28, 2004 to May 16, 2013factForm ADV
← DOUGLAS WAYNE BLANKENSHIPAdvisorregistration: previous registration
Sep 26, 2003 to May 8, 2013factForm ADV
← ANGEL MANUEL PEREZAdvisorregistration: previous registration
Feb 16, 2011 to Dec 31, 2012factForm ADV
← BYRON LEE PREUSSAdvisorregistration: previous registration
Sep 28, 2004 to Dec 31, 2012factForm ADV
← DOMINIQUE GODFROY HENRI VERCAEMERTAdvisorregistration: previous registration
Jul 25, 2007 to Oct 3, 2012factForm ADV
← KATHY JOY GORDONAdvisorregistration: previous registration
Jul 21, 2011 to May 17, 2012factForm ADV
← TOMMY EDWARD FINCHERAdvisorregistration: previous registration
Oct 23, 2007 to May 1, 2012factForm ADV
← JOHN ANDREW WHITEAdvisorregistration: previous registration
Mar 16, 2010 to Jul 1, 2011factForm ADV
← DOYEL NMN PRICEAdvisorregistration: previous registration
Feb 5, 2009 to May 13, 2011factForm ADV
← BARRY DOUGLAS TODDAdvisorregistration: previous registration
Mar 12, 2008 to May 13, 2011factForm ADV
← REID JORDAN STOGNERAdvisorregistration: previous registration
Jun 11, 2008 to May 13, 2011factForm ADV
← STEVEN ROGER MARTINAdvisorregistration: previous registration
Jul 13, 2009 to Nov 12, 2010factForm ADV
and 5 more

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3bf83c90-88f7-6077-bc3e-93f2b188929c
First observed: Jan 3, 2012
Last observed: Nov 8, 2013 156 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.

ONYX WEALTH ADVISORS, INC.

CRD 119558

DALLAS, TX

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:3bf83c90-88f7-6077-bc3e-93f2b188929c

Data as of Nov 8, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:44 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAMBRIDGE LEGACY GROUP, INC.

Owner

yes

12/2001

Mar 11, 2013

Nov 8, 2013

CARROLL, DEANNA, JANE

Partner

yes

07/1998

Feb 25, 2013

Nov 8, 2013

DEAN, BENJAMIN, HERSCHEL

President

yes

07/2012

Oct 22, 2012

Nov 8, 2013

LONGWOOD PARTNERS, LTD.

OWNER OF REGISTRANT

yes

02/2013

Mar 11, 2013

Nov 8, 2013

MAHONEY, JOHN, WILLIAM

CHIEF COMPLIANCE OFFICER

yes

06/2010

Jan 3, 2012

Nov 8, 2013

City

State

Country

Employees

Also broker-dealer

LITTLE ROCK

United States

n/a

BOCA RATON

United States

n/a

Monroe

United States

n/a

Bartlesville

United States

n/a

Spring

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Mar 7, 2013

$122M

n/a

2011

Mar 27, 2012

$130M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$122M

$130M

-6.2%

n/a