X ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $228.6M |
| Discretionary | $228.6M100% of AUM |
| Client Accounts | 659 |
| Avg Account Size | $347K |
| Employees | 5 |
| Peak AUM | $228.6MMar 2026 |
| AUM CAGR | +43.6% /yrover 2 yrs · 11 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $229M | +20.4% | +43.6% | — | |
| Discretionary AUM | $229M | ||||
Key Metrics
| Total AUM | $228.6M |
| Discretionary | $228.6M |
| Employees | 5 |
| Client Accounts | 659 |
| Client Range | 0 |
Contact & Location
Address
2646 SANTA MARIA WAY
SANTA MARIA CA 93455
Phone
805-465-9232
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$229M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 56.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Broker-Dealer
Related Entities (Item 7)
Broker-Dealer