MAXELE ADVISORS, LLC

Overview

Maxele Advisors, LLC is an independent registered investment adviser formed as a limited liability company and operating primarily for individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging clients by percentage of AUM as well as offering hourly and fixed-fee engagements. The ownership is individual rather than institutional, and the adviser does not position itself as a capital allocator; its mandate centers on discretionary portfolio management and personalized planning rather than running separate private funds. Investment activity shows a clear preference for public vehicles—mutual funds and exchange-traded funds—rather than direct alternative-manager allocations. The firm is not flagging ESG as part of its active investing focus, and it is not structured as a multi-state adviser or pension consultant. Given its client base and fee mix, Maxele appears oriented toward wealth-management relationships where tax-aware, liquid public investments form the core of client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices