Investment adviser · CRD 315838
X ADVISORS, LLC
Investment adviser filing (IA)
SANTA MARIA, CA, United States · Form ADV filed May 18, 2026
- Regulatory AUM
- $229M Form ADV · Item 5.F
- Client accounts
- 659 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 51 | $134,300,000 | 58.7% |
| Individuals | 608 | $94,310,000 | 41.3% |
Filing source
Form ADV 2106410 · May 18, 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 fundsThe 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: May 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
2646 SANTA MARIA WAY, SUITE 104SANTA MARIA, CA, 93455, United States
CRD 315838
Filing source
Form ADV 2106410 · May 18, 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.