Alexis Investment Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313394
- Registered since
- May 7, 2021
- Website
- www.alexisinvests.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies72.11%
- HNWI11.37%
- Corporations / Businesses5.9%
- Pension & Profit Sharing Plans5.44%
- Charitable Organizations4.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Alexis Investment Partners, LLC is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, offering financial planning alongside discretionary portfolio management for individuals, small businesses, investment companies and other business or institutional entities. Pension consulting is also listed among its advisory services. Fee arrangements include both percentage-of-assets and fixed-fee engagements. The firm does not present itself as an active ESG investor and is not identified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- US Government Bonds29%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Alexis Roberts
Chief Operating Officer, Portfolio ManagerCRD 7262063
Contacts
2 of 2
Jason Browne
PresidentCRD 2624951
Janet Messer
OperationsCRD 5059140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$142M in ETFs
82%
$117M
12%
$25.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM) | BlackRock | Passive | Foreign Large Growth | $9M | 195,036 | 6.35% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Bauman Wealth Advisors
RIALas Vegas, NV
Comunidad Realty Partners
RIAAustin, TX
Masonboro Advisors
RIAWilmington, NC
Cooksen Wealth, LLC
RIAThe Woodlands, TX
Mckinley Alaska Private Investments, LLC
RIAAnchorage, AK
Kenneth Frenke & Co
RIAArden, NC