Alexander Koury
Advisor at X Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
X Advisors, LLC
Location
Santa Maria, CA 93455
Credentials
Series 63, Series 65
Industry experience
1 year
About
Alexander Koury is a financial advisor with X Advisors, LLC and holds Series 63 and Series 65 licenses. He has been working in the financial services industry since 2022 and also owns and manages a consulting firm focused on online media marketing. His prior work experience includes roles outside finance such as at Crunch Fitness and Texas Roadhouse. X Advisors, LLC is a seven-advisor team managing approximately $189.9 million for about 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers a range of services including asset management, financial planning, and defined contribution plan consulting, using a variety of investment approaches and continuously monitoring portfolios to align with client goals.
Client services
Based on X Advisors, LLC
Financial planning
Portfolio management
Advisory consulting
Fee options
Financial planning services charged on a flat fee basis up to $10,000; consultation fees may be flat fees negotiated case-by-case
$0+: up to 2.50% annually (maximum) for Asset Management Services Not specified - Not specified: 0.40% to 0.50% annually for Defined Contribution Plan Services
Commission-based compensation for securities sales and insurance products by representatives who are registered representatives or insurance agents
Consultation services hourly rate typically $400-$500 per hour
Fee-only: Financial Planning Services charged as flat fees up to $10,000; consultation fees typically $400-$500 per hour or negotiable flat fee
Location
2646 Santa Maria Way, Suite 104
Santa Maria, CA 93455
Most active in
Alexander K has reported serving >5 clients in these states in the last 12 months.
California
Work history
Paxton Consulting Group
2025 - Present (1 year)
Independent Financial Group LLC
2024 - Present (2 years)
ASK Independent LLC
2022 - Present (4 years)
Crunch Fitness
2021 - 2022 (1 year)
Texas Roadhouse
2019 - 2020 (1 year)
Drum Plumbing
2019 - 2019 (1 year)
School
2015 - 2022 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Thorne O
Series 66
Santa Maria, CA
X Advisors, LLC
Trent B
CFP®, Series 63, Series 65
Santa Maria, CA
Benedetti Financial, Inc.
Irene T
Series 63, Series 66
Santa Maria, CA
Monarch Wealth Strategies
Coleen E
Series 63
Orcutt, CA
Weinberger Asset Management, Inc
Robert O
CFP®, Series 63, Series 65
Santa Maria, CA
Golden State Wealth Management, LLC
David O
Series 66
Santa Maria, CA
Golden State Wealth Management, LLC
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