# FDX ADVISORS, INC.

FDX ADVISORS, INC. of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 104601
- Type: SEC-registered investment adviser
- SEC file number: 801-29775
- Location: 1000 CHESTERBROOK BOULEVARD , SUITE 250, BERWYN, PA, 19312
- Phone: 312-827-2800
- Latest filing: 2026-06-30
- Regulatory AUM: $832.8M
- Discretionary AUM: $832.8M
- Clients: 17
- Accounts: 3,937

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (50)

_Showing 25 of 50 people._

| Name | Role | Location |
| --- | --- | --- |
| John Hofmann | CHIEF FINANCIAL OFFICER | Watertown, MA |
| Brandon Rockwell Thomas | CO-CHIEF INVESTMENT OFFICER/MANAGING DIR | — |
| Shelly S O'Brien | CHIEF LEGAL OFFICER, GENERAL COUNSEL, SECRETARY; CORPORATE  SECRETARY | — |
| Dana Marie D'Auria | CO-CHIEF INVESTMENT OFFICER | — |
| Christopher Russell Todd | CHIEF EXECUTIVE OFFICER | — |
| Kathryn Michele Evans | CHIEF OPERATIONS OFFICER | — |
| Bradley Thomas Larson | CHIEF COMPLIANCE OFFICER | — |
| Joshua B Warren | CHIEF FINANCIAL OFFICER | — |
| Thomas Michael Sipp | EVP, ENVESTNET BUSINESS LINES | — |
| STENSON JONELLE MARIE | CFO | — |
| WINKEL MICHAEL WILLIAM | COO; MANAGING DIRECTOR; PRESIDENT (+1 more) | — |
| EVANS JILL KATHLEEN | CHIEF COMPLIANCE OFFICER | — |
| SIPP THOMAS MICHAEL | EVP, ENVESTNET BUSINESS LINES | — |
| FOX JAMES LAWRENCE | INTERIM CHIEF EXECUTIVE OFFICER | — |
| DARRIGO PETER H | CHIEF FINANCIAL OFFICER | — |
| BROWN TIMOTHY LEE | CFO,SECTY, TREAS; COO | — |
| WAYMIRE JOHN BRUCE | DIRECTOR; PRESIDENT,DIRECTOR | — |
| DONOHUE TIMOTHY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| MEHRINGER ROBERT FRANCIS | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | — |
| CAREY JOHN FRANCIS | CHIEF OPERATING OFFICER | — |
| ZENTNER DIANNA LYN | CHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| RANKIN SCOTT WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| THOMAS BRANDON ROCKWELL | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER/MANAGING DIR | — |
| CRAGER WILLIAM C | CEO; INTERIM CEO; PRESIDENT | — |
| GRINIS SCOTT DAVID | CHIEF TECHNOLOGY OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104601/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104601/similar
- Related entities: https://search.stillhousedata.com/firm/104601/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104601

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.