$623.8M Total AUM
$623.8M Disc. AUM
-- 3Y CAGR
9 Employees
1,231 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-03-2024
- Office Locations
- 1
Office Locations
2085 Blue Stone Drive Saint Charles MO
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.
Team overview
49 AVG AGE
$78.0M AVG AUM / ADVISOR
$506.8K AVG AUM / CLIENT
1.7 yrs AVG TENURE
9 Employees
8 Advisory Reps
8 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JEFF RYAN LOCKER
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #3181054
- Ownership
- 75% or more
Available
Available
Available
THOMAS ROBERT REED III
President
- CRD
- #2156095
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
SCOTT MICHAEL BROWNE
Wealth Advisor
- CRD
- #6057356
Available
Available
Available
Timothy John Chambliss
recruiter
- CRD
- #6518815
Available
Available
Available
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $623,842,000 | $220,673 |
| Non-Discretionary | $0 | -- |
| Total | $623,842,000 | $220,673 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Derivatives:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing