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Loren James Grabau

X ADVISORS, LLC·SANTA MARIA, California
SIE, Series 7TO, Series 667 years registeredX ADVISORS, LLC
2646 SANTA MARIA WAY #104, SANTA MARIA, CA 93455CRD# 6984490Firm CRD# 315838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Loren James Grabau · SANTA MARIA, CA
Registration
CRD #6984490 · X ADVISORS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
Aug 2025 – present
X ADVISORS, LLC
Aug 2021 – Aug 2025
SANTA MARIA, CA
INDEPENDENT FINANCIAL GROUP, LLC
May 2019 – Aug 2025
Santa Maria, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · May 23, 2019
Years registered · 7
03

Disclosure History

2025Customer Dispute·Settled
2025Employment Separation After Allegations
2025Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
X ADVISORS, LLC
CRD 315838 · SEC 801-130931
AUM
$118M
Regulatory assets under management
Employees
10
475 client accounts
Services offered by X ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at X ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Loren James Grabau offer?
Loren James Grabau specializes in Investment Management, Fee-Only Advisory. Contact their office in SANTA MARIA, California for a consultation.
What are Loren James Grabau's credentials?
Loren James Grabau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loren James Grabau located?
Loren James Grabau is based in SANTA MARIA, California, working with X ADVISORS, LLC. Their office serves clients in the SANTA MARIA metropolitan area and surrounding communities.
How does Loren James Grabau charge for services?
Loren James Grabau's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is X ADVISORS, LLC?
X ADVISORS, LLC has approximately 10 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at X ADVISORS, LLC

Ryan Steven Gorski
SANTA MARIA, CA

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