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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
20.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Full visibility includes strategy notes for value element insight.
Open the full profile to inspect shifts in vital timber.
Unlock to see real insight on harbor vital.
Unlock to compare peer behavior around delta signal.
Unlock to see real insight on frontier harbor beacon.
Unlock to compare peer behavior around eagle timber.
Upgrade to reveal position-level detail across prime momentum.
Full visibility includes strategy notes for bridge horizon radial.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |