Maxiam Capital, LLC

Overview

Maxiam Capital, LLC is a small, independent registered investment adviser focused on serving individual and family clients with tailored financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and manages its clients’ assets on a discretionary basis. Investment activity tilts strongly toward equities, with a clear preference for non-exchange traded equity positions. Maxiam identifies as an active ESG investor and supplements core equity exposure with third‑party alternative strategies and insurance products to address client goals around income, diversification and downside protection. The firm operates as an individually owned LLC and is set up to work directly with a concentrated client base rather than as a broad capital allocator. Advisory services emphasize personalized planning and portfolio construction, with managers selecting both public and private equity positions alongside alternative managers where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices