AXION CAPITAL MARKETS, LLC
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 340326
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Axion Capital Markets, LLC is organized as a limited liability company that appears to operate on the periphery of advisory asset management rather than as a traditional investment manager. FINTRX classifies the firm as an "Other Financial Product Salesperson" and notes advisory activity limited to financial planning services and portfolio management for individuals and small businesses. The firm reports a fee model that includes both a percentage-of-AUM component and hourly charges. Several registry flags further characterize the firm: it is not listed as a capital allocator, not active on ESG mandates, not a multistate adviser, not a pension consultant, and is described as "unclassified" in FINTRX’s taxonomy. FINTRX does not identify related advisers or other ownership details in the record provided.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Joshua Walcher
Investment Adviser RepresentativeCRD 8209961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 500 N Meridian Ave
- Time zone
- CT (UTC-6)
- Office locations
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