DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Onyx Financial Advisors, LLC
Latest filing Feb 19, 2026
First filing on the tape Feb 24, 2016 · 23 filings
SEC status approved since Mar 24, 2016
RAUM
$506M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$496M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$72.3M
derived; firm RAUM over IAPD count
Employees
10
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$506M as of Feb 19, 2026
Feb 24, 2017$130M then
HNW client RAUM$431M as of Feb 19, 2026
Feb 23, 2018$120M then
State-registered IARs (5.B.3)7 as of Feb 19, 2026
Feb 24, 20175 then
Employees (5.A)10 as of Feb 19, 2026
Feb 24, 20176 then
Private funds: no history
RAUM +19% over the last fiscal year+19% a year over threeIARs 6 to 7
Practice profile
derived from the filing of Feb 19, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $72.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 38derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $484,640derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +10.0%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $19.6M, 12 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$431M85%
- Individuals$64.8M13%
- Charitable organizations$4.9M1.0%
- Pension and profit-sharing plans$3.5M0.7%
- Corporations and businesses$1.9M0.4%
- Individual clients
- 112reported
- HNW clients
- 153reported
- Pension plan clients
- n/areported
- Charitable clients
- 7reported
- Accounts
- 1,045reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $19.6M for 12 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Terry Lee RoePersonal Financial Specialist | Idaho Falls, Id | Oct 31, 2006 | 35 y | 0 |
| Aaron Blair SautterPersonal Financial Specialist | Idaho Falls, Id | Dec 18, 2009 | 18 y | 0 |
| Lyndsay GoodyPersonal Financial Specialist | Idaho Falls, Id | Nov 23, 2010 | 18 y | 0 |
| Jonathan Isaac PetersenCertified Financial Planner | Idaho Falls, Id | Aug 17, 2020 | 10 y | 1 |
| Cody Grant DanielsCertified Financial Planner | Idaho Falls, Id | Sep 15, 2021 | 9 y | 5 |
| Orrin D CellanCertified Financial Planner | Idaho Falls, Id | Mar 15, 2023 | 11 y | 0 |
| Benson Packer | Idaho Falls, Id | Feb 17, 2026 | 12 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Dallin Van Walker to Xypn SapphireJan 2, 2025 · RIA to RIA
- Christian Jared Moon to Snake River Investment Counsel LLCMar 23, 2021 · RIA to a state-registered adviser
Joined, latest
- Benson Packer from Amicus Financial Advisors, LLCFeb 17, 2026 · RIA to RIA
- Cody Grant Daniels from Fidelity Personal And Workplace AdvisorsSep 15, 2021 · Affiliated broker-dealer or bank to independent RIA
- Jonathan Isaac Petersen from Cetera Advisors LLCAug 17, 2020 · Affiliated broker-dealer or bank to independent RIA
- Christian Jared Moon from Wealth Elevated, LLCOct 1, 2019 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lyndsay Goody · Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- Lyndsay Goody · Manager/Ownercontrolsince 05/2018 · owns 75% or more of Lyndsgood, Inc.
- Lyn Deborah Roe · Manager/Ownercontrolsince 03/2005 · owns 25% to 50% of Td Financial, Inc.
- Lee Terry Roe · Manager/Ownercontrolsince 03/2005 · owns 50% to 75% of Td Financial, Inc.
- Blair Aaron Sautter · Manager/Ownercontrolsince 05/2018 · owns 50% to 75% of Ca Services, Inc.
- Ann Candace Sautter · Manager/Ownercontrolsince 05/2018 · owns 25% to 50% of Ca Services, Inc.
Entity owners
- Ca Services, Inc. · Ownerdirect · owns 25% to 50%
- Lyndsgood, Inc. · Ownerdirect · owns 25% to 50%
- Td Financial, Inc. · Ownerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- Parry, Roe & Company, Pllcinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Idaho Falls, Id · principal | 7 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 978 to 1,045Feb 27, 2025 to Feb 19, 2026
- Advisory employees · 6 to 7Feb 27, 2025 to Feb 19, 2026
- Charity clients · 6 to 7Feb 27, 2025 to Feb 19, 2026
- HNW clients · 133 to 153Feb 27, 2025 to Feb 19, 2026
- Individual clients · 108 to 112Feb 27, 2025 to Feb 19, 2026
- Assets in custody · $13.5M to $19.6MFeb 27, 2025 to Feb 19, 2026
- Employees · 8 to 10Feb 27, 2025 to Feb 19, 2026
- State-registered IARs · 6 to 7Feb 27, 2025 to Feb 19, 2026
- Discretionary RAUM · $427M to $506MFeb 27, 2025 to Feb 19, 2026
- HNW RAUM · $357M to $431MFeb 27, 2025 to Feb 19, 2026
- Individual RAUM · $60.0M to $64.8MFeb 27, 2025 to Feb 19, 2026
- Pension RAUM · $2.5M to $3.5MFeb 27, 2025 to Feb 19, 2026
- RAUM · $427M to $506MFeb 27, 2025 to Feb 19, 2026
- Accounts · 898 to 978Jan 31, 2024 to Feb 27, 2025
- Advisory employees · 7 to 6Jan 31, 2024 to Feb 27, 2025
- Charity clients · 8 to 6Jan 31, 2024 to Feb 27, 2025
- Corporate clients · 5.0 to unsetJan 31, 2024 to Feb 27, 2025
- HNW clients · 118 to 133Jan 31, 2024 to Feb 27, 2025
- Individual clients · 112 to 108Jan 31, 2024 to Feb 27, 2025
- Assets in custody · $9.8M to $13.5MJan 31, 2024 to Feb 27, 2025
- Employees · 9 to 8Jan 31, 2024 to Feb 27, 2025
- Financial planning clients · 101-250 to 251-500Jan 31, 2024 to Feb 27, 2025
- State-registered IARs · 7 to 6Jan 31, 2024 to Feb 27, 2025
- Discretionary RAUM · $356M to $427MJan 31, 2024 to Feb 27, 2025
- HNW RAUM · $283M to $357MJan 31, 2024 to Feb 27, 2025
- Individual RAUM · $60.4M to $60.0MJan 31, 2024 to Feb 27, 2025
- Pension RAUM · $1.7M to $2.5MJan 31, 2024 to Feb 27, 2025
- RAUM · $356M to $427MJan 31, 2024 to Feb 27, 2025
- Accounts · 882 to 898Jun 14, 2023 to Jan 31, 2024
- Corporate clients · 6 to 5Jun 14, 2023 to Jan 31, 2024
- HNW clients · 103 to 118Jun 14, 2023 to Jan 31, 2024
- Individual clients · 119 to 112Jun 14, 2023 to Jan 31, 2024
- Assets in custody · $8.8M to $9.8MJun 14, 2023 to Jan 31, 2024
- Discretionary RAUM · $300M to $356MJun 14, 2023 to Jan 31, 2024
- HNW RAUM · $229M to $283MJun 14, 2023 to Jan 31, 2024
- Individual RAUM · $60.1M to $60.4MJun 14, 2023 to Jan 31, 2024
- Pension RAUM · $1.1M to $1.7MJun 14, 2023 to Jan 31, 2024
- RAUM · $300M to $356MJun 14, 2023 to Jan 31, 2024
- Accounts · 911 to 882Feb 2, 2022 to Jan 24, 2023
- Advisory employees · 8 to 7Feb 2, 2022 to Jan 24, 2023
Signals
4 dated events
- Dallin Van Walker left Onyx Financial Advisors, Llc for Xypn Sapphire (registered 2025-05-22)Jan 2, 2025 · Advisor changed firm · fact
- John Kenneth Simpson (Manager/Owner) no longer on Schedule A of Onyx Financial Advisors, Llc (listed 2022-02-02, absent 2023-01-24)Jan 24, 2023 · Control person left · inference
- Ray Renita Simpson (Manager/Owner) no longer on Schedule A of Onyx Financial Advisors, Llc (listed 2022-02-02, absent 2023-01-24)Jan 24, 2023 · Control person left · inference
- Onyx Financial Advisors, Llc filed its initial SEC registration (Form ADV)Feb 24, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- onyx@onyxfinancial.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 208-522-6400reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 208-529-9802reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/ONYX-FINANCIAL-ADVISORSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ONYXFINANCIAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 208-522-6400reportedpublic record, Form ADV, Feb 19, 2026
- Contact form
- ONYXFINANCIAL.COM/contactreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $72.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026