Maaxiom Capital LLC

Overview

Maaxiom Capital LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm combines fee-based portfolio management with hourly financial planning, positioning itself as a boutique advisory practice rather than a multi-state or institutional allocator. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Maaxiom shows a clear tilt toward liquid public markets—exchange-traded equities and ETFs are its primary allocation—and is not an active ESG investor. The business model is owner-operated and oriented toward discretionary management: all of the firm’s reported assets are discretionary. Given the compact client roster, the firm appears to deliver hands-on, customized advice rather than a high-volume, product-driven approach. Custody and execution are run through Interactive Brokers LLC, which supports the firm’s emphasis on exchange-traded instruments and managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices