Axon Capital Management

RIASEC 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
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Axon Capital Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individual and family clients and also provides portfolio management services for small businesses. Core advisory services are financial planning and discretionary portfolio management. Compensation is flexible and includes percentage-of-assets-under-management fees as well as hourly and fixed-fee arrangements. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or capital-allocation activities among its services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 74%, Cash & Cash Equivalents 26%74%
  • Public Funds/Mutual Funds74%
  • Cash & Cash Equivalents26%

Owners & executives

1 of 1
  • Brady Lochte

    Brady Lochte

    Managing Member And Chief Compliance OfficerCRD 8040011

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth