AXIOM FOUNDERS FAMILY OFFICE

RIASEC Registered
Total AUM
$36.9M
Discretionary
$28.6M
77% of AUM
Avg account
$1.1M
Accounts
35
Employees
2
Advisory reps
2

Firm details

Headquarters
Scottsdale, Arizona
CRD number
313318
Custodians
ASSETMARK TRUST CO., EMPOWER RETIREMENT
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI72.04%
  • Pension & Profit Sharing Plans22.53%
  • Individuals5.43%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Axiom Founders Family Office operates as an independent registered investment adviser focused on serving individuals, families and select institutional clients. The firm functions as a capital allocator and provides multi-dimensional advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Its fee model blends percentage-of-AUM billing with hourly and fixed-fee engagements, which reflects a mix of ongoing asset management and discrete planning or consulting work. Investment preferences skew toward equities, with a meaningful allocation to non‑exchange traded equity positions. The firm also maintains allocations to real assets and natural resources through third‑party alternative managers and uses insurance products as part of its implementation toolkit. Axiom Founders Family Office identifies as a family office in practice and is positioned to coordinate multi-asset portfolios and outside managers for concentrated-balance clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 40%, Exchange Traded Equities 20%, Investment Grade Corp Bonds 17%, US Government Bonds 6%, Non-Investment Grade Corp Bonds 6%, State & Local Bonds 5%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 1%40%
  • Non-Exchange Traded Equities40%
  • Exchange Traded Equities20%
  • Investment Grade Corp Bonds17%
  • US Government Bonds6%
  • Non-Investment Grade Corp Bonds6%

Owners & executives

1 of 1
  • ARMANDO ROMAN

    Founder and CEOCRD 4414526

Contacts

1 of 1
  • THOMAS MARKI

    Operations ManagerCRD 5408716

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
7373 E Doubletree Ranch Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth