SourcingSourcing

DX ADVISORS LLC

C38
CRD 341725·SEC 801-135971·LAS VEGAS, NV
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DX ADVISORS LLC
CRD
341725
SEC file #
801-135971
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Primary office
LAS VEGAS NV
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE 4C TRUST U/A/D MARCH 11, 2026
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
THE 4C TRUST U/A/D MARCH 11, 2026
PRASAD, SOHAIL, NMN
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.0605
Soi Zip Pct 200k Plus
0.0118
Soi Zip Returns 200k Plus
250
Soi Zip Total AGI
1,044,977
Fdic Zip Total Deposits
47,157,719,000
Fdic Zip Branch Count
464
Fdic Zip Top Banks
Zions Bancorporation, N.A.
Nevada State Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Nevada State BankLas Vegas, NV
U. S. Bank of NevadaLas Vegas, NV
Fdic Zip HHI
1204.85
Fdic Zip Top Bank Share Pct
25.1
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI115,002
Returns8,350
Stub 2
AGI273,994
Returns7,580
Stub 3
AGI171,230
Returns2,830
Soi Zip Total Business Income
35,069
Soi Zip Total Cap Gains
99,333
Soi Zip Total Dividends
20,716
Soi Zip Total Returns
21,160
Trust Company Affiliate
No

People (3)

3
PRASAD, SOHAIL, NMN
Executive Officer · 2.5%
6629337
SILVER, ETHAN, LEVI
Executive Officer · 2.5%
7480662
LONG, JUSTIN, TYLER
Executive Officer · 2.5%
7703113