X Advisors, Llc
SEC-registered
Broker-Dealer (Dually Registered) · Small ($100M–$1B)
CRD 315838
· SEC file 801-130931
· Santa Maria, CA
· xadvisors.co
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ADV data as of May 18, 2026
- Regulatory AUM
- $229M
- Discretionary
- $229M
- Clients
- 659
- Avg AUM / client
- $347K
- Accounts
- 659
- Employees
- 5
AUM over time
$118M
$229M
Jul 2024
May 2026
Annual snapshots from Form ADV filings · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 608 | $94.3M | 41.3% |
| High net worth individuals | 51 | $134M | 58.7% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Loren James Grabau | Managing Member | Jul 2021 (5y) | 50% – 75% | |
| Ryan Steven Gorski | Managing Member & Chief Compliance Officer | Jul 2021 (5y) | 50% – 75% | |
| Alexander Stewart Koury | Registered representative | Apr 2025 (1y) | ||
| Erich Michael Imphong | Registered representative | CFP | Apr 2025 (1y) | |
| Thorne O Connell | Registered representative | Apr 2025 (1y) | ||
| Robert Lee Bull | Registered representative | Jul 2025 (1y) | ||
| Jesse Wayne Bristow | Registered representative | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $190M (83% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗