Axos Invest, Inc

Overview

Axos Invest, Inc. is a retail RIA operating as a corporation that provides portfolio management for individuals and small businesses. The firm is registered with the SEC; its SEC registration dates to 2014. Axos Invest describes a client base made up of individual and family investors and uses a fee model that combines a percentage-of-AUM charge with fixed fees. The adviser is classified as a non-independent retail RIA and reports affiliations with a broker-dealer, other investment adviser entities, and a banking or thrift institution, indicating it operates inside a broader financial-services group. Axos Invest does not identify as an active ESG investor and does not position itself as a capital allocator. Its stated advisory activity focuses on discretionary portfolio management for individual and small-business clients.

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