AdFi
OF

ONYX FINANCIAL ADVISORS, LLC

SEC Registered

Your Independent, Fee-Only Registered Investment Advisor

IDAHO FALLS, IDhttps://onyxfinancial.com208-522-6400
Assets Under Management
$500M–$1B
Employees
10
Office Locations
1 office
Total Accounts
1045

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)112$65M
High Net Worth Individuals153$431M
State/Municipal Entities7

1 total clients reported on Form ADV.

Leadership

Onyx Financial Corp.
OWNER
Inc. Td Financial
OWNER
Terry Lee Roe
MANAGER/OWNER
Kenneth John Simpson
MANAGER/OWNER
Kenneth John Simpson
CHIEF COMPLIANCE OFFICER
Lyndsay Goody
MANAGER/OWNER
Aaron Blair Sautter
MANAGER/OWNER
Renita Ray Simpson
MANAGER/OWNER
Deborah Lyn Roe
MANAGER/OWNER
Candace Ann Sautter
MANAGER/OWNER

Office locations

1 office in 1 state
ID
IDAHO FALLSHQ

Advisors at this firm

7 advisors in the directory

Regulatory & compliance

CRD number
#134881
SEC Number
801-107355
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other
Minimum: $500,000 (waivable)

Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ONYX FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

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