Axion Capital Markets, LLC
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 340326
- Website
- axioncapitalmarkets.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Axion Capital Markets, LLC is an Oklahoma-registered limited liability company that provides financial planning and discretionary portfolio management focused on individuals and small businesses. The firm is registered with the SEC (SEC Registered Year: Unknown). It operates as an "Other Financial Product Salesperson" and reports a blend of fee arrangements—percentage-of-AUM billing alongside hourly charges. Services emphasize planning and portfolio oversight rather than institutional asset allocation or pension consulting. Ownership is recorded as a combination of a domestic entity and an individual. The adviser is not designated as a capital allocator and does not report multi-state advisory activity.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Joshua Walcher
Investment Adviser RepresentativeCRD 8209961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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