CRD: 317959
Axis Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Guggenheim
- Clients
- Retail
- Platforms
- Focus frontier
- 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.
Team overview
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Investment Themes
Investment Vehicles
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Technology
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
Total SMA Asset: $15,793,617
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,524,706,580 | 29.1% |
| Equity - Exchange | $1,802,402,280 | 34.4% |
| Cash | $1,912,432,651 | 36.5% |
| Total | $5,239,541,511 | 100.0% |