MAXIM CAPITAL ADVISORS, INC.

Overview

Maxim Capital Advisors, Inc. is an independent, privately owned registered investment adviser that works primarily with individual and family clients. The firm operates as a capital allocator: it builds client portfolios through a mix of packaged public funds and by selecting external managers and advisers to provide specialized exposures. Service offerings include financial planning, portfolio management for individuals and small businesses, and manager/specialist selection. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed fees. The firm is not positioned as an ESG-focused manager and does not operate as a multi-state adviser. Investment activity centers on pooled public funds for core allocations, with a deliberate allocation to third-party alternative strategies — specifically managed futures, commodities, and oil & gas — to add non-correlated or sector-specific exposure alongside mutual fund sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices