XPONIFY, INC.

XPONIFY, INC. is an SEC-registered investment adviser (CRD 329352). Regulatory assets under management: $24.4M.

Registration

• CRD: 329352
• Type: Registered investment adviser
• Phone: 214-842-9845
• Latest filing: 2026-02-10
• Regulatory AUM: $24.4M
• Discretionary AUM: $24.4M
• Clients: 1
• Accounts: 169

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329352 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search