Axion Capital Markets, LLC

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Oklahoma City, Oklahoma
CRD number
340326
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Axion Capital Markets, LLC is an Oklahoma-registered limited liability company that provides financial planning and discretionary portfolio management focused on individuals and small businesses. The firm is registered with the SEC (SEC Registered Year: Unknown). It operates as an "Other Financial Product Salesperson" and reports a blend of fee arrangements—percentage-of-AUM billing alongside hourly charges. Services emphasize planning and portfolio oversight rather than institutional asset allocation or pension consulting. Ownership is recorded as a combination of a domestic entity and an individual. The adviser is not designated as a capital allocator and does not report multi-state advisory activity.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Joshua Walcher

    Investment Adviser RepresentativeCRD 8209961

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth