Axiom Asset Management

Overview

Axiom Asset Management is an independent registered investment adviser that has been SEC registered since 2007. The firm operates as a limited liability company and positions itself as a capital allocator for both individual and institutional clients, charging fees based on a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. The firm is not an active ESG investor and reports affiliations with a broker‑dealer, other investment advisers, a trust company and an accounting practice.

Assets & Accounts

Public Holdings

Investments & Alternatives