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FDX ADVISORS, INC.
CRD 104601File 801-29775
APPROVED
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$832.8M
Above cohort median (national)
Discretionary AUM
$832.8M
Clients
1
3,937 accounts
Employees
17
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 2, 1987
- Principal office
- 1000 CHESTERBROOK BOULEVARD , SUITE 250, BERWYN, PA, 19312
- Phone
- 312-827-2800
- Website
- HTTP://WWW.ENVESTNET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $832.8M
- Discretionary AUM
- $832.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,937
- Non-discretionary accounts
- 0
- Total accounts
- 3,937
- AUM per client
- $832.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $832.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 17 | decreased by3 |
| Apr 1, 2026 | AUM | $926,084,276 | $832,819,068 | decreased by$93,265,208 |
| Apr 1, 2026 | Accounts | 5,003 | 3,937 | decreased by1,066 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 51 | 20 | decreased by31 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 1 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,084,607,498 | $926,084,276 | decreased by$4,158,523,222 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12,396 | 5,003 | decreased by7,393 |
| Apr 1, 2022 | Employees | 54 | 51 | decreased by3 |
| Apr 1, 2022 | Clients | 3 | 2 | decreased by1 |
| Apr 1, 2022 | AUM | $3,873,876,999 | $5,084,607,498 | increased by$1,210,730,499 |
| Apr 1, 2022 | Accounts | 11,786 | 12,396 | increased by610 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FDX ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FDX ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.