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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-04-2007
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and July 22, 2026, reported AUM increased 12.1%, from $802.8M to $899.6M.
Across 5 reported observations, AUM increased 35.1% between March 31, 2022 and July 22, 2026, from $665.9M to $899.6M.
Of the latest reported AUM, 77.5% is discretionary and 22.5% is non-discretionary.
The firm reports 5 advisory representatives and 589 clients, or 117.8 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Axiom Asset Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL CAMPBELL HEABERG
Chief Executive Officer, Managing Director
- CRD
- #1087510
- Ownership
- 10% but less than 25%
DANIEL JEREMY BERG
Chief Financial Officer, DIRECTOR OF FINANCE, Secretary, TREASURER
- CRD
- #6146365
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Jacob Greer Cohen
Vice President
- CRD
- #8144216
Showing 1 of 6 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Axiom Asset Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Axiom Asset Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.