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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-03-2024
- Office Locations
- 1
Office Locations
About Axius Advisors LLC
Axius Advisors LLC is a Saint Charles-based RIA. The firm has been operating for 2 years. Managing $623.8M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company.
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 8 advisory representatives and 1,231 clients, or 153.9 clients per representative. That equates to $506.8K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Axius Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFF RYAN LOCKER
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #3181054
- Ownership
- 75% or more
THOMAS ROBERT REED III
President
- CRD
- #2156095
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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SCOTT MICHAEL BROWNE
Wealth Advisor
- CRD
- #6057356
Timothy John Chambliss
recruiter
- CRD
- #6518815
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $623,842,000 | $220,673 |
| Non-Discretionary | $0 | -- |
| Total | $623,842,000 | $220,673 |
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Separately Managed Accounts
SMA allocation detail is available
Axius Advisors LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.