AXIS CAPITAL MANAGEMENT, LLC

Overview

Axis Capital Management, LLC is an independent RIA that focuses on financial planning and discretionary portfolio management for individuals and small business clients. The firm runs a lean, fee-based practice using hourly and fixed-fee billing rather than asset-based fees. Investment activity centers on publicly available pooled vehicles—primarily mutual funds and other public funds—supplemented by allocations to third-party real estate strategies when clients need alternative exposure. Axis does not position itself as an ESG-focused or pension consultant adviser; it operates with a straightforward client base of individuals and families and reports no multi-state advisory footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices