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Axiom Asset Management

Axiom Asset Management. CRD 145186

Axiom Asset Management logo

CRD: 145186

Axiom Asset Management

Wayne, PA, 19087
6106880050
axiomasset.com
$899.6M Total AUM
$697.5M Disc. AUM
11.1% 3Y CAGR
5 Employees
589 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
10-04-2007
Office Locations
1

Office Locations

550 E Swedesford RD Suite 110 Wayne PA

About Axiom Asset Management

Axiom Asset Management is a boutique, SEC-registered RIA providing discretionary portfolio management for individuals, families, and related institutions. The team uses a value-oriented, often contrarian research process to build fully customized portfolios of individual stocks and bonds, using cash tactically as a hedge or for opportunistic buys. They don’t use model portfolios and emphasize direct client access to the decision-makers; custody supported via Fidelity/NFS.

Team overview

57 AVG AGE
$179.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
11 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Oak Glacier Wave

Custodian

Meridian Radial vector Glacier prime

Investment Themes

Beacon quantum Crest

Investment Vehicles

Quantum momentum

Services

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Owner & Executives

MICHAEL CAMPBELL HEABERG

MICHAEL CAMPBELL HEABERG

Chief Executive Officer, Managing Director

CRD
#1087510
Ownership
10% but less than 25%
(740) 478-5543
north.summit@horizoncapital.com
in linkedin.com/in/delta-radial
D

DANIEL JEREMY BERG

Chief Financial Officer, DIRECTOR OF FINANCE, Secretary, TREASURER

CRD
#6146365
Ownership
Less than 5%
(261) 923-3400
zenith.peak@beaconcapital.com
in linkedin.com/in/radial-oak
S

Summit vital

Eagle vertex ridge

CRD
#29065
Ownership
15.5%
(850) 942-8222
focus.ember@focuscapital.com
in linkedin.com/in/radial-oak

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Contacts

J

Jacob Greer Cohen

--

CRD
#8144216
(491) 497-8228
peak.peak@unisoncapital.com
in linkedin.com/in/unison-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-30-2023
03-27-2024
03-28-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $697,501,378 $2,159,447
Non-Discretionary $202,054,578 $694,346
Total $899,555,956 $1,465,075

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Separately Managed Accounts

Total SMA Asset: $899,555,956

$899.6M Total SMA
Equity - Exchange:
17.1%
Cash:
16.4%
Corporate - Investment Grade:
18.4%
U.S. Government/Agency:
13.1%
Municipal Bonds:
20.2%
Corporate - Non-Investment Grade:
14.8%
Asset class Assets Assets %
Equity - Exchange $858,350,750 17.1%
Cash $823,213,585 16.4%
Corporate - Investment Grade $923,605,486 18.4%
U.S. Government/Agency $657,566,949 13.1%
Municipal Bonds $1,013,958,196 20.2%
Corporate - Non-Investment Grade $742,900,065 14.8%
Total $5,019,595,031 100.0%

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