$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pathway timberVector frontier +more
- Established Date
- 04-08-2025
- Office Locations
- 1
Office Locations
-- Liberty Hill TX
About Axon Capital Management
Axon Capital Management is a Liberty Hill-based RIA. The firm has been operating for 1 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include 529 Plans, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$666.0K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Catalyst
Client Personas
Ember harbor Unison
Custodian
Element bridge Vector signal Radial peak Pioneer Meridian peak
Investment Themes
Harbor Insight Frontier ember
Investment Vehicles
Atlas Bridge
Services
North capital Crest crest Meridian matrix Radial element Horizon Horizon vital Pathway capital Signal Harbor crest
Technology
Wave quantum Ridge Horizon harbor
Owner & Executives
B
Brady Elgin Lochte
Chief Compliance Officer, Managing Member
- CRD
- #8040011
- Ownership
- 75% or more
(561) 981-9391
beacon.zenith@beaconcapital.com
in linkedin.com/in/ridge-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,997,952 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,997,952 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,997,952
Public Funds:
57.0% Cash:
43.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,411,498,351 | 57.0% |
| Cash | $3,327,972,441 | 43.0% |
| Total | $7,739,470,792 | 100.0% |