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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ONYX FINANCIAL ADVISORS, LLC

CRD 134881

IDAHO FALLS, ID

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:c258a620-b280-de39-2a6e-ff6ccb1250f1

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 4
On other graphs: 0
Observed: Feb 24, 2016 to Feb 19, 2026
23 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=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $506MItem 5.F on the latest filing (2026-02-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $506M
Private client RAUM: $496MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $72.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,045
Individual clients: 112
High net worth clients: 153
Custody, client assets: $19.6M
SEC number: 801-107355
CRD: 134881
Filings on the tape: 23
First filed: Feb 24, 2016
Latest filed: Feb 19, 2026
Organised: Limited Liability Company, ID
Website: onyxfinancial.com

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
TERRY LEE ROE	Personal Financial Specialist	IDAHO FALLS, ID	19	35	n/a	no
AARON BLAIR SAUTTER	Personal Financial Specialist	IDAHO FALLS, ID	16	18	n/a	no
LYNDSAY GOODY	Personal Financial Specialist	IDAHO FALLS, ID	15	18	n/a	no
JONATHAN ISAAC PETERSEN	Certified Financial Planner	IDAHO FALLS, ID	6	10	1	no
CODY GRANT DANIELS	Certified Financial Planner	IDAHO FALLS, ID	5	9	5	no
Orrin D Cellan	Certified Financial Planner	IDAHO FALLS, ID	3	11	n/a	no
Benson Packer	n/a	IDAHO FALLS, ID	0	12	1	no

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
CA SERVICES, INC.	Owner	C	yes	05/2018	May 8, 2018	Jan 31, 2024
GOODY, LYNDSAY	MANAGER/OWNER	E	yes	05/2018	May 8, 2018	Jan 31, 2024
GOODY, LYNDSAY	CHIEF COMPLIANCE OFFICER	Na	yes	01/2022	May 8, 2018	Jan 31, 2024
LYNDSGOOD, INC.	Owner	C	yes	05/2018	May 8, 2018	Jan 31, 2024
ROE, DEBORAH, LYN	MANAGER/OWNER	C	yes	03/2005	May 8, 2018	Jan 31, 2024
ROE, TERRY, LEE	MANAGER/OWNER	D	yes	03/2005	Feb 24, 2016	Jan 31, 2024
SAUTTER, AARON, BLAIR	MANAGER/OWNER	D	yes	05/2018	May 8, 2018	Jan 31, 2024
SAUTTER, CANDACE, ANN	MANAGER/OWNER	C	yes	05/2018	May 8, 2018	Jan 31, 2024
TD FINANCIAL, INC.	Owner	C	yes	03/2005	Feb 24, 2016	Jan 31, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PARRY, ROE & COMPANY, PLLC	n/a	n/a	n/a	N	yes	n/a

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
2025	Feb 19, 2026	$506M	$506M	10	7	0	n/a	n/a
2024	Feb 27, 2025	$427M	$427M	8	6	0	n/a	n/a
2023	Jan 31, 2024	$356M	$356M	9	7	0	n/a	n/a
2022	Jan 24, 2023	$300M	$300M	9	7	0	n/a	n/a
2021	Jan 31, 2022	$326M	$326M	10	8	0	n/a	n/a
2020	Jan 28, 2021	$261M	$261M	7	7	0	n/a	n/a
2019	Feb 27, 2020	$220M	$220M	6	6	0	n/a	n/a
2018	Feb 6, 2019	$165M	$165M	6	4	0	n/a	n/a
2017	Feb 23, 2018	$171M	$171M	6	5	0	n/a	n/a
2016	Feb 24, 2017	$130M	$130M	6	5	n/a	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
1	0	1	0.0%	0	0	0	1	1

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	$506M	$427M	18.7%	$300M	19.1%	10	8	0	0

Relationships

Registered with (9)

← Benson PackerAdvisorregistration: current employment
Feb 17, 2026 to presentfactForm ADV
← Orrin D CellanAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← CODY GRANT DANIELSAdvisorregistration: current employment
Sep 15, 2021 to presentfactForm ADV
← JONATHAN ISAAC PETERSENAdvisorregistration: current employment
Aug 17, 2020 to presentfactForm ADV
← LYNDSAY GOODYAdvisorregistration: current employment
Nov 23, 2010 to presentfactForm ADV
← AARON BLAIR SAUTTERAdvisorregistration: current employment
Dec 18, 2009 to presentfactForm ADV
← TERRY LEE ROEAdvisorregistration: current employment
Oct 31, 2006 to presentfactForm ADV
← Dallin Van WalkerAdvisorregistration: previous registration
Jun 12, 2019 to Jan 2, 2025factForm ADV
← CHRISTIAN JARED MOONAdvisorregistration: previous registration
Oct 1, 2019 to Mar 23, 2021factForm ADV

Controls (8)

← GOODY, LYNDSAYOwnerMANAGER/OWNER, ownership code E, individual
May 8, 2018 to Jan 31, 2024factForm ADV
← ROE, TERRY, LEEOwnerMANAGER/OWNER, ownership code D, individual
Feb 24, 2016 to Jan 31, 2024factForm ADV
← SAUTTER, AARON, BLAIROwnerMANAGER/OWNER, ownership code D, individual
May 8, 2018 to Jan 31, 2024factForm ADV
← ROE, DEBORAH, LYNOwnerMANAGER/OWNER, ownership code C, individual
May 8, 2018 to Jan 31, 2024factForm ADV
← SAUTTER, CANDACE, ANNOwnerMANAGER/OWNER, ownership code C, individual
May 8, 2018 to Jan 31, 2024factForm ADV
← CA SERVICES, INC.OwnerOWNER, ownership code C, domestic entity
May 8, 2018 to Jan 31, 2024factForm ADV
← LYNDSGOOD, INC.OwnerOWNER, ownership code C, domestic entity
May 8, 2018 to Jan 31, 2024factForm ADV
← TD FINANCIAL, INC.OwnerOWNER, ownership code C, domestic entity
Feb 24, 2016 to Jan 31, 2024factForm ADV

Dated events

Occurred
Jan 2, 2025
Advisor changed firm
Dallin Van Walker left Onyx Financial Advisors, Llc for Xypn Sapphire (registered 2025-05-22)
Form ADVobserved 6 days ago
Occurred
Jan 24, 2023
Control person left
John Kenneth Simpson (Manager/Owner) no longer on Schedule A of Onyx Financial Advisors, Llc (listed 2022-02-02, absent 2023-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 24, 2023
Control person left
Ray Renita Simpson (Manager/Owner) no longer on Schedule A of Onyx Financial Advisors, Llc (listed 2022-02-02, absent 2023-01-24)
Form ADVobserved 6 days ago
Occurred
Feb 24, 2016
First Form ADV filing
Onyx Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c258a620-b280-de39-2a6e-ff6ccb1250f1
First observed: Feb 24, 2016
Last observed: Feb 19, 2026 7 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 FINANCIAL ADVISORS, LLC

CRD 134881

IDAHO FALLS, ID

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:c258a620-b280-de39-2a6e-ff6ccb1250f1

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TERRY LEE ROE

Personal Financial Specialist

IDAHO FALLS, ID

n/a

AARON BLAIR SAUTTER

Personal Financial Specialist

IDAHO FALLS, ID

n/a

LYNDSAY GOODY

Personal Financial Specialist

IDAHO FALLS, ID

n/a

JONATHAN ISAAC PETERSEN

Certified Financial Planner

IDAHO FALLS, ID

CODY GRANT DANIELS

Certified Financial Planner

IDAHO FALLS, ID

Orrin D Cellan

Certified Financial Planner

IDAHO FALLS, ID

n/a

Benson Packer

n/a

IDAHO FALLS, ID

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CA SERVICES, INC.

Owner

yes

05/2018

May 8, 2018

Jan 31, 2024

GOODY, LYNDSAY

MANAGER/OWNER

yes

05/2018

May 8, 2018

Jan 31, 2024

GOODY, LYNDSAY

CHIEF COMPLIANCE OFFICER

yes

01/2022

May 8, 2018

Jan 31, 2024

LYNDSGOOD, INC.

Owner

yes

05/2018

May 8, 2018

Jan 31, 2024

ROE, DEBORAH, LYN

MANAGER/OWNER

yes

03/2005

May 8, 2018

Jan 31, 2024

ROE, TERRY, LEE

MANAGER/OWNER

yes

03/2005

Feb 24, 2016

Jan 31, 2024

SAUTTER, AARON, BLAIR

MANAGER/OWNER

yes

05/2018

May 8, 2018

Jan 31, 2024

SAUTTER, CANDACE, ANN

MANAGER/OWNER

yes

05/2018

May 8, 2018

Jan 31, 2024

TD FINANCIAL, INC.

Owner

yes

03/2005

Feb 24, 2016

Jan 31, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PARRY, ROE & COMPANY, PLLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$506M

n/a

2024

Feb 27, 2025

$427M

n/a

2023

Jan 31, 2024

$356M

n/a

2022

Jan 24, 2023

$300M

n/a

2021

Jan 31, 2022

$326M

n/a

2020

Jan 28, 2021

$261M

n/a

2019

Feb 27, 2020

$220M

n/a

2018

Feb 6, 2019

$165M

n/a

2017

Feb 23, 2018

$171M

n/a

2016

Feb 24, 2017

$130M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$506M

$427M

18.7%

$300M

19.1%