$47.3M Total AUM
$47.3M Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wilmington Trust
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 09-07-2010
- Office Locations
- 1
Office Locations
33258 Kent Avenue Bethany Beach DE
About Axion Financial Group LLC
Axion Financial Group LLC is a boutique firm providing investment management and financial planning for a select group of affluent individuals and families. The team emphasizes wealth preservation and risk mitigation, offering sophisticated strategies informed by managing its own family capital for the past two decades. It operates under a strict fiduciary standard with a non-biased, open-architecture approach.
Team overview
54 AVG AGE
$23.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
15.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Momentum legacy Ridge oak Bridge Ridge Meridian crest Summit optima Horizon fusion Zenith
Client Personas
Summit
Custodian
Vital Optima Momentum timber Momentum
Geographic Focus
Foundation insight
Industry Interests
Prime matrix Radial alpha
Investment Themes
Pathway Unison legacy Vertex Signal
Investment Vehicles
Beacon
Services
Matrix momentum Value catalyst Oak insight Pathway Fusion catalyst Wave element Momentum Ember horizon
Technology
Unison unison
Owner & Executives
ANTONIOS NEOKLIS KYPREOS
Investment Advisor, Managing Member
- CRD
- #5010226
- Ownership
- 50% but less than 75%
(689) 546-7801
wave.matrix@valuecapital.com
in linkedin.com/in/momentum-signal
NEOKLIS KYPREOS
Chief Compliance Officer, Director, Managing Member
- CRD
- #5844589
- Ownership
- 25% but less than 50%
(443) 922-9885
matrix.atlas@horizoncapital.com
in linkedin.com/in/meridian-peak
Showing 2 of 2 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,281,677 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,281,677 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,281,677
Private Funds:
20.7% Equity - Exchange:
27.0% Cash:
11.0% Public Funds:
25.3% U.S. Government/Agency:
16.0% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $602,350,767 | 20.7% |
| Equity - Exchange | $785,674,913 | 27.0% |
| Cash | $320,089,780 | 11.0% |
| Public Funds | $736,206,493 | 25.3% |
| U.S. Government/Agency | $465,585,134 | 16.0% |
| Total | $2,909,907,087 | 100.0% |