Axius Advisors LLC

Overview

Axius Advisors LLC is an independent registered investment adviser formed in 2024 and owned by an individual. The firm focuses on serving individuals, families and small-business clients, combining financial planning with discretionary portfolio management. Its fee model includes percentage-of-AUM arrangements as well as hourly and fixed-fee engagements, allowing flexibility for both ongoing investment management and one-off planning work. Investment activity shows a clear tilt toward publicly available pooled funds: the firm’s largest allocation category is public mutual funds/public funds rather than direct securities or in-house alternative platforms. Axius does not position itself as a capital allocator, it is not a multi-state adviser and it does not identify as an active ESG investor. That profile points to a practice centered on conventional diversified portfolios—managed on a discretionary basis for most clients—with the ability to use fee-based planning and consultative hourly projects as client needs dictate.

Assets & Accounts

Investments & Alternatives

Location & Offices