Maxele Advisors, LLC
Firm details
- Headquarters
- Webster Groves, Missouri
- CRD number
- 165129
- Registered since
- July 28, 2021
- Website
- maxeleadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.55%
- Individuals19.26%
- Charitable Organizations0.63%
- Pension & Profit Sharing Plans0.56%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Maxele Advisors, LLC is an independent, owner-managed registered investment adviser that became SEC-registered in 2021. The firm serves individuals and families, offering financial planning and portfolio management tailored to individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-AUM model along with hourly and fixed-fee options. Maxele does not identify as an ESG-focused investor, does not operate as a capital allocator to third-party funds, and is not described as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds63%
- Exchange Traded Equities18%
- Cash & Cash Equivalents17%
- Other2%
Contacts
1 of 1
Stephen Erken
PrincipalCRD 1773459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$141M in ETFs
100%
$140M
0%
$281K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUND (QTEC) | First Trust | Passive | Technology | $9.7M | 29,084 | 6.92% |
Location
Webster Groves, MO
Saint Louis
Location
Webster Groves, MO
Headquartered in Webster Groves, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 20 Allen Ave
- Time zone
- CT (UTC-6)
- Office locations
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