Santa Maria, CA Office
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X Advisors, LLC
Team
Firm-wide stats for X Advisors, LLC
About
X Advisors, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers asset management, written financial plans, wealth-management coordination (estate, insurance, and tax‑related referrals), defined contribution plan advisory and participant education, and standalone consultation services.
Portfolios are tailored to individual goals and may include individual stocks, bonds, ETFs, mutual funds, options, and alternative investments, with ongoing monitoring and rebalancing; the brochure notes use of approaches such as hub‑and‑spoke indexing alongside active strategies. While the firm generally seeks discretionary authority for portfolio management, it also explicitly provides non‑discretionary advisory services for defined contribution plans and related participant education.
Distinctive features in the brochure include broker‑dealer activity and third‑party affiliations: certain firm representatives are registered representatives of a broker‑dealer and may accept commissions for securities and insurance products, which the firm discloses as a conflict of interest. The firm reports regulatory assets under management of $189,928,226 as of December 2024 and operates with a small advisory team across multiple offices, and it discloses relationships with a custodian that provide research and service benefits to the firm.
Based on X Advisors, LLC
Location
2646 Santa Maria Way, Suite 104
Santa Maria CA 93455
Advisors at this office
3
Advisors at this office
Thorne O
Series 66
Santa Maria, CA
X Advisors, LLC
Thorne O Connell is a financial advisor with X Advisors, LLC in Santa Maria, CA, holding a Series 66 designation and two years of industry experience. His background includes roles at Pash & Benson International, Independent Financial Group, and Cambridge Investment Research, among others. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm’s investment approach includes tailored portfolios using a combination of active strategies and indexing, offering both discretionary and non-discretionary services.
Alexander K
Series 63, Series 65
Santa Maria, CA
X Advisors, LLC
Alexander Koury is a financial advisor at X Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Paxton Consulting Group, Independent Financial Group LLC, and owns a consulting firm focused on online media marketing. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios using a combination of indexing and active strategies, along with wealth-management coordination and participant education.
Gary B
Series 63
Santa Maria, CA
X Advisors, LLC
Gary Benson is a financial advisor with X Advisors, LLC, holding a Series 63 designation and 42 years of industry experience. His prior roles include senior positions at Pash & Benson International LLC, NPB Financial Group LLC, and Independent Financial Group, LLC. Outside of his advisory work, he serves as an officer and director in an insurance-related business and consults for a tax and investment purposes entity. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios utilizing stocks, bonds, ETFs, mutual funds, options, and alternative investments, combining indexing and active strategies with both discretionary and non-discretionary advisory services.
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