# IDX ADVISORS, LLC

IDX ADVISORS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 299658
- Type: SEC-registered investment adviser
- SEC file number: 801-122480
- Location: 9311 E VIA DE VENTURA, SUITE 105, SCOTTSDALE, AZ, 85258
- Phone: 833-662-6346
- Latest filing: 2026-02-26
- Regulatory AUM: $128.1M
- Discretionary AUM: $128.1M
- Clients: 6
- Accounts: 3

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Michael Swan | CHIEF EXECUTIVE OFFICER | Phoenix, AZ |
| Jessica J Roeper | CHIEF COMPLIANCE OFFICER | — |
| Benjamin Edward Mcmillan | CHIEF INVESTMENT OFFICER; MEMBER | — |
| SWENDIMAN MATTHEW ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| JACOBSON NOAH BENJAMIN | HEAD OF INVESTOR RELATIONS, MEMBER | — |
| Meiksins Ian Disbrow | CHIEF COMPLIANCE OFFICER | — |
| SWAN ANDREW MICHAEL | CHIEF EXECUTIVE OFFICER, MEMBER | — |
| MCMILLAN BENJAMIN EDWARD | CHIEF INVESTMENT OFFICER, MEMBER; MEMBER | — |
| ROEPER JESSICA J | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299658/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299658/similar
- Related entities: https://search.stillhousedata.com/firm/299658/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299658

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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.