Axon Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 334888
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Axon Capital Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individual and family clients and also provides portfolio management services for small businesses. Core advisory services are financial planning and discretionary portfolio management. Compensation is flexible and includes percentage-of-assets-under-management fees as well as hourly and fixed-fee arrangements. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or capital-allocation activities among its services.
Assets & Accounts
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
Asset composition
- Public Funds/Mutual Funds74%
- Cash & Cash Equivalents26%
Owners & executives
1 of 1
Brady Lochte
Managing Member And Chief Compliance OfficerCRD 8040011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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