AXIOM ASSET MANAGEMENT

Overview

Axiom Asset Management is an SEC-registered investment adviser organized as a limited liability company and operating since 2007. The firm serves both individual and family clients as well as institutional accounts, charging clients on a percentage-of-AUM basis. Its service menu emphasizes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers, and the firm identifies itself as a capital allocator. Regulatory and operational attributes in the snapshot show Axiom is not a multi-state adviser, does not self-identify as an active ESG investor, and is owned through a combination of domestic entity and individual ownership. The firm’s ADV-level asset preference is equities, with exchange-traded equities listed as the most used asset type.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices