Axient Investment Advisors LLc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$436,361,369
Clients
749
Advisors
14
across 4 offices
About
Axient provides discretionary investment management, financial planning, ERISA consulting, and advisor-led consulting to a range of clients including retirement plans, trusts, corporations, and charitable organizations, and reports approximately $453,990,661 in discretionary assets under management as of March 9, 2026. Although the brochure lists individuals and high‑net‑worth individuals among possible client types, the filing emphasizes discretionary accounts, ERISA plan work, and relationships with third‑party managers and promoters.
The firm offers multiple delivery models — Advisor as Portfolio Manager, Axient Model Portfolios (ECWM Core 22 and ECWM Core 50 built largely with individual equity securities), and Axient Select Managers — so clients may be managed via proprietary models, custom securities portfolios, or third‑party money managers. Axient’s Investment Committee oversees its proprietary models and the firm describes both tactical and strategic allocation approaches, with client assets custodied at Pershing LLC and trade execution routed through StoneX/Pershing.
Noteworthy operational features include a requirement that advisory accounts use the firm’s approved custodian (Pershing) and a significant number of dually registered advisors who may offer commissionable brokerage and insurance products through StoneX and an affiliated insurance agency, with disclosed arrangements for promoter referrals and shared TPMM compensation. The firm is newly established (2025), reports only discretionary AUM in its filing, and discloses specific practices such as rebate of 12b‑1 fees, acceptance of standing letters of authorization, and monitoring policies to address conflicts between use of proprietary models and third‑party managers.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees up to $5,000 or $10,000; Financial Consulting fixed fees up to $10,000
Negotiable up to 2.00% annually (1.50% for annuity allocations)
Commissions for insurance sales and securities sales through affiliated broker-dealer StoneX Securities Inc.
Up to $500/hour for Financial Planning and Consulting services
Account minimum: $25,000 (may be waived at discretion) Fee-only: Financial Planning: up to $5,000 fixed fee (under $10 million in assets), up to $10,000 fixed fee (over $10 million); up to $500/hour hourly rate; Financial Consulting: up to $10,000 fixed fee, up to $500/hour hourly rate
Main office
See office403 Madison St SE, 2nd Fl
Huntsville AL 35801
Advisors at this office
10
Offices (4)
Most active in
Alabama · Arkansas · California · Colorado · Florida · Georgia · Indiana · Iowa · Kentucky · Louisiana · Massachusetts · Minnesota · Mississippi · Nebraska · North Carolina · Ohio · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia · Wisconsin
Also doing business as
Axient Investment Advisors LLC · Eagle Creek Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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