$150.8M Total AUM
$150.8M Disc. AUM
-9.4% 3Y CAGR
13 Employees
6,792 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos ยท Nationwide
- Clients
- Retail
- Platforms
- Focus horizonEmber frontier +more
- Established Date
- 09-09-2010
- Office Locations
- 6
Office Locations
1299 Farnam Street Suite 800 Omaha NE
15950 West Dodge Road, STE 300 Omaha NE
4350 LA Jolla Village DR SAN Diego CA
About Axos Invest, INC
Axos Invest offers retail investors one platform for data-driven managed portfolios (active management, diversified allocations and guidance) alongside self-directed, no-commission trading in stocks, ETFs, mutual funds and options. Axos Elite adds extended trading hours, real-time quotes and TipRanks, supported by an all-in-one mobile app with account aggregation and 24/7 virtual assistance.
Team overview
49 AVG AGE
$15.1M AVG AUM / ADVISOR
$22.2K AVG AUM / CLIENT
3.7 yrs AVG TENURE
13 Employees
10 Advisory Reps
13 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Eagle ridge Beacon Pioneer atlas Timber harbor Alpha insight Bridge focus
CRM
Pathway
Custodian
Crest alpha Fusion Legacy Value Element pathway Legacy alpha Timber atlas Harbor ember Vector vital Legacy meridian Optima Eagle atlas Delta foundation
Investment Themes
Eagle delta Summit Pathway wave Frontier vital Atlas beacon
Investment Vehicles
Radial Vertex vector Eagle
Platform
Signal delta Zenith vertex
Services
Momentum Optima harbor Horizon Glacier ember Harbor radial
Technology
Crest horizon Fusion pathway Summit
Owner & Executives
T
Tracy Lyn Gallman
Chief Investment Officer, MANAGING DIRECTOR
- CRD
- #2814720
- Ownership
- Less than 5%
(733) 712-1335
ridge.crest@frontiercapital.com
in linkedin.com/in/glacier-matrix
D
DEREK MICHAEL TSCHUDIN
Chief Compliance Officer
- CRD
- #4684900
- Ownership
- Less than 5%
(351) 934-2953
prime.optima@oakcapital.com
in linkedin.com/in/zenith-crest
H
Harbor element
Momentum harbor insight
- CRD
- #89686
- Ownership
- 44.1%
(388) 852-7680
wave.harbor@horizoncapital.com
in linkedin.com/in/element-north
Showing 2 of 3 owners & executives
Unlock allContacts
HUNTER JAMES BREMER
--
- CRD
- #6724990
(566) 757-3325
zenith.focus@insightcapital.com
in linkedin.com/in/optima-zenith
B
BRANDY NICOLE DYER MORRIS
--
- CRD
- #6419064
(860) 419-2746
ember.element@eaglecapital.com
in linkedin.com/in/ember-harbor
R
Ridge beacon
Timber alpha crest
- CRD
- #11271
(606) 549-2576
wave.legacy@catalystcapital.com
in linkedin.com/in/ember-crest
Showing 2 of 15 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,762,519 | $22,191 |
| Non-Discretionary | $0 | -- |
| Total | $150,762,519 | $22,191 |
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Separately Managed Accounts
Total SMA Asset: $150,762,519
Equity - Exchange:
48.2% Equity - OTC:
24.8% Cash:
27.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,859,282,700 | 48.2% |
| Equity - OTC | $1,471,166,203 | 24.8% |
| Cash | $1,601,672,882 | 27.0% |
| Total | $5,932,121,785 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX BRIDGE | QUANTUM DELTA | J5AP4RTJY | LEDOU | 7.36% | $9,059,723 |
| CAPITAL FOCUS | LEGACY EAGLE | 1SQLD50OZ | WGJR | 1.23% | $6,004,508 |
| ATLAS QUANTUM | UNISON SUMMIT | W60071VKO | HODIL | 8.34% | $103,829,934 |
| EAGLE MATRIX | SUMMIT ELEMENT | 8WLY5MJOF | KMLIB | 12.30% | $18,605,298 |
| NORTH RIDGE | RIDGE HARBOR | JKMO1FZLR | FKXG | 2.70% | $104,259,386 |
| ATLAS ATLAS | CATALYST PRIME | 7RQ5QMEZB | WPWYC | 2.72% | $116,954,244 |
| VECTOR CATALYST SUMMIT | CAPITAL SIGNAL | 8F7HWMLC2 | PUMZ | 10.26% | $36,476,981 |
| VITAL GLACIER EAGLE | EAGLE MERIDIAN | 63E4K7XU2 | MZVDU | 3.61% | $72,690,938 |