Maxele Advisors, LLC
Firm details
- Headquarters
- Webster Groves, Missouri
- CRD number
- 165129
- Registered since
- July 28, 2021
- Website
- maxeleadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.55%
- Individuals19.26%
- Charitable Organizations0.63%
- Pension & Profit Sharing Plans0.56%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Maxele Advisors, LLC is an independent, SEC-registered advisory firm formed as an LLC and registered in 2021. Ownership is held by an individual and the adviser focuses on serving individuals and families. Core services are financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes asset-based fees alongside hourly and fixed-price engagements. The firm does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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 Funds63%
- Exchange Traded Equities18%
- Cash & Cash Equivalents17%
- Other2%
Contacts
2 of 2
Ryan Bowman
Managing MemberCRD 6141733
Stephen Erken
PrincipalCRD 1773459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$141M in ETFs
100%
$140M
0%
$281K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUND (QTEC) | First Trust | Passive | Technology | $9.7M | 29,084 | 6.92% |
Location
Webster Groves, MO
Saint Louis
Location
Webster Groves, MO
Headquartered in Webster Groves, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 20 Allen Ave
- Time zone
- CT (UTC-6)
- Office locations
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