AXIS FINANCIAL, LLC

Overview

Axis Financial, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm services both individuals and families as well as institutional clients, and positions itself as a capital allocator: it builds portfolios for clients and, when appropriate, selects third‑party managers and advisers on their behalf. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Investment activity is concentrated in publicly registered pooled vehicles rather than direct stock picking. The firm charges fees using a mix of percentage of assets under management, hourly and fixed fees, and other arrangements, which supports engagement styles ranging from ongoing portfolio management to standalone planning or project work. Axis Financial does not identify itself as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices