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X Advisors, LLC

● SEC registered since 2024CRD 315838SEC# 801-130931Santa Maria, CA
Export (members)
Reg. AUM
$189.9M
Employees
8
Accounts
572
Location
Santa Maria, CA

X Advisors, LLC assets under management

X Advisors, LLC operates as an SEC-registered investment adviser based in Santa Maria, CA. The firm has been registered since 2024. It reports $189.9 million in regulatory assets under management and employs 8 people.
xadvisors.coView on SEC.gov ↗

X Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Betsy Ginn ControlFounder/OwnerOver 75%2025
Robert Lee BullChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does X Advisors, LLC manage?

X Advisors, LLC reports $189.9 million in regulatory assets under management on its Form ADV.

How many employees does X Advisors, LLC have?

X Advisors, LLC reports 8 employees.

Where is X Advisors, LLC located?

X Advisors, LLC is based in Santa Maria, CA and has been SEC-registered since 2024.

Does X Advisors, LLC disclose fund performance?

X Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2646 Santa Maria Way, Suite 104, Santa Maria, CA 93455
Phone805-465-9232
Office hours5-Aug
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$83.6M
Non-discretionary$106.3M
Total (RAUM)$189.9M