AXCS INVESTMENTS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
334940
Registered since
March 25, 2026

Firm profile

FINTRX

Overview

Axcs Investments LLC is an LLC that registered with the SEC in 2026 and is organized under a domestic/individual ownership structure. The firm is not classified under a standard advisory bucket in the available data and is not described as a capital allocator or an ESG-focused investor. It does not operate as a multi-state adviser, a pension consultant, or a related adviser according to the snapshot details. Regulatory and activity indicators show Axcs Investments functions primarily on the sponsor/manager side: it is listed as an Other Investment Adviser and Sponsor, and serves as a general partner and managing member of pooled investment vehicles. That positioning suggests the firm’s principal activity is creating and operating private vehicles rather than administering retail advisory accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • EDWARD STEFFELIN

    PresidentCRD 5761767

  • MICHAEL LLODRA

    Managing DirectorCRD 1828532

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
650 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth