Betsy Ginn is a control person of X Advisors and directly owns 75% or more of it.
X Advisors is an investment adviser based in Santa Maria, CA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $229 million, as filed on 18 May 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7891624
- Firm
- X Advisors · CRD 315838
- Role
- Founder/Owner
- In role since
- June 2025 · 1 year
- Control person
- Yes
- Direct ownership
- 75% or more
- Firm headquarters
- Santa Maria, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Betsy Ginn work?
Betsy Ginn has been Founder/Owner of X Advisors, LLC since June 2025, and is a control person of the firm.
How can I verify Betsy Ginn’s record?
Betsy Ginn’s role is listed on X Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 315838.