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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

IDX ADVISORS

IDX ADVISORS, LLC, CRD 299658

SCOTTSDALE, AZ

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:e7c408da-4fd5-388b-8148-68967ed2bd0c

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 5
On other graphs: 0
Observed: Jun 18, 2019 to Feb 26, 2026
15 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $128MItem 5.F on the latest filing (2026-02-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $128M
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: 1
RAUM per advisor: $128Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Individual clients: 0
High net worth clients: 0
SEC number: 801-122480
CRD: 299658
Filings on the tape: 15
First filed: Jun 18, 2019
Latest filed: Feb 26, 2026
Organised: Limited Liability Company, FL
Website: idxadvisors.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
DAVID BENJAMIN JACOBSON	n/a	SCOTTSDALE, AZ	6	12	1	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
IDX GLOBAL, LLC	MANAGING MEMBER	E	yes	09/2019	Dec 5, 2023	Oct 15, 2024
MCMILLAN, BENJAMIN, EDWARD	Member	C	yes	09/2019	Jun 18, 2019	Oct 15, 2024
ROEPER, JESSICA, J	CHIEF COMPLIANCE OFFICER	Na	yes	11/2023	Dec 5, 2023	Oct 15, 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
PALLADIEM LLC	n/a	Institutional manager	$115M	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	Private funds	Fund GAV
2025	Feb 26, 2026	$128M	$128M	6	4	n/a	n/a
2024	Feb 27, 2025	$97.4M	$97.4M	6	4	n/a	n/a
2023	Mar 27, 2024	$107M	$107M	7	5	n/a	n/a
2022	Apr 3, 2023	$42.2M	$42.2M	7	4	n/a	n/a
2021	Apr 1, 2022	$31.3M	$31.3M	4	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	1	-1	100.0%	0	0	0	0	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	$128M	$97.4M	31.5%	$42.2M	44.8%	6	6	0	0

Relationships

Affiliated with (3)

← OAR FINANCIALRegistered adviserother investment adviser, common control
factForm ADV
→ OAR FINANCIALRegistered adviserother investment adviser, common control
factForm ADV
← RG LIQUID ALTS, LPRegistered adviserother investment adviser, common control
factForm ADV

Registered with (2)

← DAVID BENJAMIN JACOBSONAdvisorregistration: current employment
Mar 26, 2020 to presentfactForm ADV
← Tyler R KoivistoAdvisorregistration: previous registration
Dec 19, 2025 to May 13, 2026factForm ADV

Controls (3)

← MCMILLAN, BENJAMIN, EDWARDOwnerMEMBER, ownership code C, individual
Jun 18, 2019 to Oct 15, 2024factForm ADV
← ROEPER, JESSICA, JOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 5, 2023 to Oct 15, 2024factForm ADV
← IDX GLOBAL, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Dec 5, 2023 to Oct 15, 2024factForm ADV

Dated events

Occurred
May 13, 2026
Advisor changed firm
Tyler R Koivisto left Idx Advisors for Pacer Advisors, Inc. (registered 2026-02-03)
Form ADVobserved 5 days ago
Occurred
Dec 5, 2023
Control person joined
J Jessica Roeper (Chief Compliance Officer) appeared on Schedule A of Idx Advisors
Form ADVobserved 5 days ago
Occurred
Dec 5, 2023
Control person left
Benjamin David Jacobson (Head Of Investor Relations, Member) no longer on Schedule A of Idx Advisors (listed 2023-04-03, absent 2023-12-05)
Form ADVobserved 5 days ago
Occurred
Dec 5, 2023
Control person left
Michael Andrew Swan (Chief Executive Officer, Member) no longer on Schedule A of Idx Advisors (listed 2023-04-03, absent 2023-12-05)
Form ADVobserved 5 days ago
Occurred
Jun 18, 2019
First Form ADV filing
Idx Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7c408da-4fd5-388b-8148-68967ed2bd0c
First observed: Jun 18, 2019
Last observed: Feb 26, 2026 6 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.

IDX ADVISORS

IDX ADVISORS, LLC, CRD 299658

SCOTTSDALE, AZ

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:e7c408da-4fd5-388b-8148-68967ed2bd0c

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID BENJAMIN JACOBSON

n/a

SCOTTSDALE, AZ

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

IDX GLOBAL, LLC

MANAGING MEMBER

yes

09/2019

Dec 5, 2023

Oct 15, 2024

MCMILLAN, BENJAMIN, EDWARD

Member

yes

09/2019

Jun 18, 2019

Oct 15, 2024

ROEPER, JESSICA, J

CHIEF COMPLIANCE OFFICER

yes

11/2023

Dec 5, 2023

Oct 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PALLADIEM LLC

n/a

Institutional manager

$115M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$128M

n/a

2024

Feb 27, 2025

$97.4M

n/a

2023

Mar 27, 2024

$107M

n/a

2022

Apr 3, 2023

$42.2M

n/a

2021

Apr 1, 2022

$31.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

100.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$128M

$97.4M

31.5%

$42.2M

44.8%