AXIOM FOUNDERS FAMILY OFFICE
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 313318
- Website
- www.axiomcorp.com
- Custodians
- ASSETMARK TRUST CO., EMPOWER RETIREMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.04%
- Pension & Profit Sharing Plans22.53%
- Individuals5.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Axiom Founders Family Office operates as an independent registered investment adviser focused on serving individuals, families and select institutional clients. The firm functions as a capital allocator and provides multi-dimensional advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Its fee model blends percentage-of-AUM billing with hourly and fixed-fee engagements, which reflects a mix of ongoing asset management and discrete planning or consulting work. Investment preferences skew toward equities, with a meaningful allocation to non‑exchange traded equity positions. The firm also maintains allocations to real assets and natural resources through third‑party alternative managers and uses insurance products as part of its implementation toolkit. Axiom Founders Family Office identifies as a family office in practice and is positioned to coordinate multi-asset portfolios and outside managers for concentrated-balance clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Non-Exchange Traded Equities40%
- Exchange Traded Equities20%
- Investment Grade Corp Bonds17%
- US Government Bonds6%
- Non-Investment Grade Corp Bonds6%
Owners & executives
1 of 1ARMANDO ROMAN
Founder and CEOCRD 4414526
Contacts
1 of 1THOMAS MARKI
Operations ManagerCRD 5408716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 7373 E Doubletree Ranch Rd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
ELEVATE INVESTMENT MANAGEMENT, LLC
RIAScottsdale, AZ
ALPHA SQUARED CAPITAL, LLC
RIAScottsdale, AZ
LESSARD WEALTH MANAGEMENT
RIAScottsdale, AZ
JANUS FINANCIAL
RIAScottsdale, AZ
ENVISION CAPITAL MANAGEMENT LTD
RIAScottsdale, AZ
FULLER ASSET MANAGEMENT, LLC
RIAScottsdale, AZ