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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-07-2013
- Office Locations
- 1
Office Locations
About Maxele Advisors, LLC
Maxele Advisors is an independent, fee-only RIA providing customized wealth management and personal financial planning for individuals, couples, and families, with a focus on retirees and those 3-5 years from retirement. The firm emphasizes fiduciary advice and retirement accumulation, income, and distribution planning, supported by its "Client Check Point" financial-health service. Portfolios may use ETFs and mutual funds; custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 5, 2025 and September 8, 2026, reported AUM increased 22.0%, from $165.3M to $201.6M.
Across 5 reported observations, AUM increased 53.7% between July 28, 2022 and September 8, 2026, from $131.1M to $201.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 234 clients, or 117 clients per representative. That equates to $861.4K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on September 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Maxele Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN M ERKEN
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #1773459
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RYAN MICHAEL BOWMAN
--
- CRD
- #6141733
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,565,331 | $323,021 |
| Non-Discretionary | $0 | -- |
| Total | $201,565,331 | $323,021 |
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Separately Managed Accounts
SMA allocation detail is available
Maxele Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.