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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
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 28 clients, or 28 clients per representative. That equates to $375.0K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JOHNATHAN ZACKARY BRITTON
Managing Member, Owner
- CRD
- #4347450
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Axis Financial, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.