SourcingSourcing

IDX ADVISORS, LLC

C37
CRD 299658·SEC 801-122480·SCOTTSDALE, AZ
AUM
$128.1M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$384K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IDX ADVISORS, LLC
CRD
299658
SEC file #
801-122480
EIN
—
DBA names
Idx Advisors

Economics

AUM
$128.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$27.1M → $128.1M▲ +372%
Client mix
Investment Companies3

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
SCOTTSDALE AZ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
idxadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
IDX GLOBAL, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
IDX GLOBAL, LLC
MCMILLAN, BENJAMIN, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IDXADVISORS.COM
Rdap Domain Creation Date
2018-09-07T00:16:48Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-07T00:16:48Z
Rdap Domain Last Changed
2025-09-07T12:55:47Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
MCMILLAN, BENJAMIN, EDWARD
Executive Officer · 2.5%
4202522
ROEPER, JESSICA, J
Executive Officer · 2.5%
5900014
ANDREW MICHAEL SWAN
Executive Officer · 2.5%
6339977
DAVID BENJAMIN JACOBSON
IAR
6139084