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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2022
- Office Locations
- 1
Office Locations
About Axis Capital Management, LLC
AXIS Capital Management, LLC provides flat-fee wealth management for business owners and entrepreneurs, covering financial planning, investments, tax planning, and retirement plans without charging an AUM fee—designed for clients with most of their net worth tied up in their businesses. Portfolios emphasize ETFs alongside fixed income (U.S. government, municipal, and investment-grade corporates), with custody including Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 13 clients, or 13 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 24, 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
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Axis Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER CARLTON RANDALL
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5290751
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,793,617 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,793,617 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Axis Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.