$127.2M Total AUM
$118.7M Disc. AUM
1.9% 3Y CAGR
3 Employees
287 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2022
- Office Locations
- 2
Office Locations
4 Sycamore Creek Drive Springboro OH
-- Powell OH
About Axim Planning & Wealth
Axim Planning & Wealth is an independent, fiduciary RIA focused on holistic planning for long-term independence and retirement readiness. The team coordinates investment management with risk awareness plus integrated tax and estate planning under one roof, and stays engaged through regular reviews. Reported portfolios are primarily ETF-based, with Schwab as a key custodian.
Team overview
37 AVG AGE
$63.6M AVG AUM / ADVISOR
$443.3K AVG AUM / CLIENT
2.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
C
CASEY STEVENSON
Chief Executive Officer, Partner
- CRD
- #6331290
- Ownership
- 75% or more
Available
Available
Available
G
GISELLE CASELLA
CEO, Fouender
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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B
Bret Daniel Loftis
Vice President
- CRD
- #7789632
Available
Available
Available
J
Jakob Sean Ruby
Financial Advisor | Dayton Market
- CRD
- #7865352
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,733,910 | $175,642 |
| Non-Discretionary | $8,501,803 | $4,250,902 |
| Total | $127,235,713 | $187,663 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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