CRD: 137720
Axis Financial, LLC
Odon, IN, 47562
8126362222
$10.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2006
- Office Locations
- 1
Office Locations
204 West Main Street Odon IN
About Axis Financial, LLC
Axis Financial, LLC is a Odon-based RIA. The firm has been operating for 20 years. Managing $10.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fifth Third Bank. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
44 AVG AGE
$10.5M AVG AUM / ADVISOR
$375.0K AVG AUM / CLIENT
20.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Investment Themes
Atlas element Delta
Investment Vehicles
Ridge horizon
Services
Optima horizon Vector Optima Meridian
Owner & Executives
J
JOHNATHAN ZACKARY BRITTON
Managing Member, Owner
- CRD
- #4347450
- Ownership
- 75% or more
(354) 982-1749
prime.eagle@signalcapital.com
in linkedin.com/in/catalyst-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,500,000 | -- |
| Total | $10,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,500,000
Public Funds:
11.7% Cash:
48.7% Equity - Exchange:
21.9% Municipal Bonds:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $990,843,022 | 11.7% |
| Cash | $4,124,278,222 | 48.7% |
| Equity - Exchange | $1,854,654,888 | 21.9% |
| Municipal Bonds | $1,498,967,650 | 17.7% |
| Total | $8,468,743,782 | 100.0% |