Axis Point Capital
Firm details
- Headquarters
- ,
- CRD number
- 311159
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI98.18%
- Individuals1.82%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Axis Point Capital is an independent registered investment adviser operating as an LLC and owned by an individual principal. The firm focuses on portfolio management for individuals and small businesses, serving a clientele described as individual and family accounts. Its compensation blends a traditional percentage-of-AUM fee with performance-based fees. Axis Point is not positioned as a capital allocator, does not present itself as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
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
- Cash & Cash Equivalents100%
Contacts
1 of 1Brian Smith
Assistant Vice PresidentCRD 5166566
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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