Axon Capital Management
RIAState Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$666K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334888
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Axon Capital Management is an independent, individual-owned registered investment adviser organized as an LLC. The firm focuses on serving individuals, families and small-business owners, offering financial planning and discretionary portfolio management. Its billing mixes percentage-of-assets fees with hourly and fixed-fee arrangements. Axon does not position itself as an institutional allocator, does not identify as an active ESG investor, and is not organized as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds74%
- Cash & Cash Equivalents26%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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