AXION CAPITAL MARKETS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
OKLAHOMA CITY, Oklahoma
CRD number
340326
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Axion Capital Markets, LLC is organized as a limited liability company that appears to operate on the periphery of advisory asset management rather than as a traditional investment manager. FINTRX classifies the firm as an "Other Financial Product Salesperson" and notes advisory activity limited to financial planning services and portfolio management for individuals and small businesses. The firm reports a fee model that includes both a percentage-of-AUM component and hourly charges. Several registry flags further characterize the firm: it is not listed as a capital allocator, not active on ESG mandates, not a multistate adviser, not a pension consultant, and is described as "unclassified" in FINTRX’s taxonomy. FINTRX does not identify related advisers or other ownership details in the record provided.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Joshua Walcher

    Investment Adviser RepresentativeCRD 8209961

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OKLAHOMA CITY, OK

OKLAHOMA

Location

OKLAHOMA CITY, OK

Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
OKLAHOMA
Address
500 N Meridian Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth