2pifinancial Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
2pifinancial provides discretionary investment management and portfolio monitoring to individuals, high‑net‑worth individuals, trusts, small businesses and estates. The firm does not sponsor wrap fee programs, does not impose an account minimum, and currently manages about $1.5 million in discretionary client assets across a small client base.
The firm’s investment process is individualized and discretionary: client objectives, time horizon and risk tolerance are documented and strategies are implemented using a mix of fundamental, technical, charting and cyclical analysis, with clients able to impose written restrictions. Custody and trade execution are conducted through Schwab Advisor Services, advisory fees are billed quarterly in arrears and accounts are reviewed at least quarterly or more frequently as market conditions warrant.
Distinctive features include a very small AUM and client count relative to peers in the supported advisor category while maintaining multiple offices, and a principal who is the majority owner and Chief Compliance Officer with advanced academic credentials (PhD and MBA) and prior senior risk‑management roles at large trading firms and involvement in academic advising. The firm requires clients to custody assets at Schwab (noting related support services and potential soft‑dollar benefits) and does not vote client proxies, leaving proxy voting to clients.
Client services
Expertise
Fee options
$0 - $100,000: 0.25% $100,001 - $250,000: 0.15% $250,001+: 0.10%
Main office
Charlotte NC
Advisors at this office
2
Most active in
District of Columbia · Florida · New York · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jules B
Series 63, Series 65
Charlotte, NC
2pifinancial Corp.
Jules Buxbaum is a financial advisor at 2pifinancial Corp. in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at 2pifinancial Corp. and Deimos Asset Management LLC. 2pifinancial provides discretionary investment management and portfolio monitoring for individuals, high-net-worth clients, trusts, small businesses, and estates. The firm uses a personalized, discretionary approach incorporating fundamental, technical, charting, and cyclical analysis while allowing clients to impose written restrictions.
Justin O
Series 65
Charlotte, NC
2pifinancial Corp.
Justin Oxman is a financial advisor at 2pifinancial Corp. He holds a Series 65 credential and has been with the firm since 2026. Outside of his advisory role, he has operated One-on-One Tutoring LLC since 2002. 2pifinancial provides discretionary investment management and portfolio monitoring to individuals, high-net-worth individuals, trusts, small businesses, and estates. The firm uses an individualized, discretionary investment approach incorporating fundamental, technical, charting, and cyclical analysis, and manages approximately $1.5 million in assets across a small client base.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)