Axiom Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$893,210,507
Clients
579
Advisors
4
of 5 employees
About
Axiom Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and employer-sponsored retirement plans. Services include discretionary and non-discretionary portfolio management, household-level financial planning (retirement, education, insurance/risk, cash flow and estate coordination), and retirement-plan consulting for plan sponsors and fiduciaries.
The firm emphasizes a customized, household-based investment process that profiles each client’s objectives, risk tolerance, tax considerations, and cash‑flow needs, then applies fundamental, technical, cyclical and quantitative analysis to security selection and asset allocation. Axiom describes a value/growth/contrarian/opportunistic investment approach, will engage third‑party sub‑advisers for certain asset classes, and uses Fidelity’s institutional platform for custody, trading and reporting.
Axiom is majority‑owned by Hightower Advisors and is affiliated with Hightower Securities (a broker‑dealer) and Hightower trust entities, and it lists multiple other Hightower‑related investment adviser affiliates and back‑office relationships. The firm itself reports no disciplinary history while noting that two Hightower affiliates reported disclosures in 2024; its leadership includes a recent hire with a professional sports and players‑association background and a principal licensed to sell insurance, and it manages roughly $900 million across five advisors, giving it a larger AUM‑per‑advisor profile than many comparable teams.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: Up to 1.25% $250,001 - $2,500,000: Up to 1% $2,500,001+: Negotiable $100,000+: Up to 0.70% (Fixed Income Portfolios)
Fee-only: Fee-only based on assets under management; no commissions for investment advisory services.
Main office
550 E Swedesford Rd, Suite 110
Wayne PA 19087
Advisors at this office
4
Most active in
California · Connecticut · Delaware · District of Columbia · Florida · Illinois · Louisiana · Maryland · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia · Washington
Also doing business as
Axiom Asset Management · Wealthtrust Axiom, LLC
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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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
Craig R
Series 63, Series 66
Wayne, PA
Axiom Asset Management
Craig Rose is a financial advisor at Axiom Asset Management with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Axiom Asset Management, LLC and Purshe Kaplan Sterling Investments since 2003, as well as WealthTrust Axiom since 2007. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning services for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a client-specific, profile-driven investment approach utilizing multiple strategies and analyses across various asset classes, emphasizing asset allocation, security selection, and tax considerations.
Michael H
Series 63, Series 65
Wayne, PA
Axiom Asset Management
Michael Heaberg is a financial advisor at Axiom Asset Management with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Axiom Asset Management and affiliated firms since 2003. He serves as a board member of the Chester County Planning Commission, advising on land planning and development. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific investment approach using a variety of strategies and analyses across multiple asset classes, emphasizing asset allocation, security selection, and tax considerations.
David W
Series 66
Wayne, PA
Axiom Asset Management
David Webster is a financial advisor at Axiom Asset Management in Wayne, PA, holding a Series 66 designation with 18 years of industry experience. He has been with Axiom Asset Management since 2013 and also holds a concurrent role at Purshe Kaplan Sterling Investments. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning services for individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific, profile-driven investment approach using a variety of strategies and analytical methods, with an emphasis on asset allocation, security selection, and tax considerations.
Jacob C
Series 65
Wayne, PA
Axiom Asset Management
Jacob Cohen is a financial advisor at Axiom Asset Management with one year of industry experience. He holds a Series 65 designation and has a background in professional sports, having played for multiple basketball clubs including Maccabi Tel Aviv BC and Obradoiro CAB between 2016 and 2025. Axiom Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a customized, household-based investment process that incorporates fundamental, technical, cyclical, and quantitative analyses, utilizing a value, growth, contrarian, and opportunistic investment approach.
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