Investment adviser · CRD 299658

IDX ADVISORS

Investment adviser filing (IA)

IDX ADVISORS, LLC

SCOTTSDALE, AZ, United States · Form ADV filed Feb 26, 2026

Regulatory AUM
$128M
Form ADV · Item 5.F
Client accounts
3
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies3$128,120,589100.0%
IndividualsFewer than 5$00.0%
High-net-worth individualsFewer than 5$00.0%
Banks & thriftsFewer than 5$00.0%
Retirement plansFewer than 5$00.0%
CharitiesFewer than 5$00.0%
Government entitiesFewer than 5$00.0%
Other investment advisersFewer than 5$00.0%
Insurance companiesFewer than 5$00.0%
Sovereign wealth & foreign institutionsFewer than 5$00.0%
Corporations & businessesFewer than 5$00.0%
Other clientsFewer than 5$00.0%
Filing source

Form ADV 2057006 · Feb 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 26, 2026. View historical filings

Reported services

Investment company portfolio management

Compensation

Percentage of assets

Principal office

9311 E VIA DE VENTURA, SUITE 105
SCOTTSDALE, AZ, 85258, United States

CRD 299658

Filing source

Form ADV 2057006 · Feb 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.