Axion Capital Markets, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Axion Capital Markets, LLC provides discretionary portfolio management, investment advice, financial planning, consultation, and investor education to individuals and families, high net worth individuals, and businesses or trusts. The firm says it tailors advice to a client’s financial situation, risk tolerance, investment objectives, and any written restrictions.
The firm’s approach combines fundamental and technical analysis, quantitative screens, and asset allocation across long- and short-term horizons, and it may use options strategies for hedging, income generation, or risk management where appropriate. Axion typically accepts discretionary authority to manage accounts and also offers financial planning and hourly consultation services billed on an hourly basis.
Noteworthy aspects include the use of custom-developed investment analysis systems and algorithms provided by its parent company, and an explicit disclosure that it does not receive commissions from product sales and does not have physical custody of client assets. The firm’s combination of hourly planning fees, use of options strategies, and reliance on internally developed analytics distinguishes it from many peers in its regulatory category.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000+: Negotiated reduced fees
Standard clients: $150 per hour; Discounted clients: $125 per hour; Minimum of 1 billable hour per year per client household
Account minimum: $1,000,000 (discount fee applicable above this, but minimums may be waived)
Main office
500 N Meridian Ave Ste 100 C
Oklahoma City OK 73107
Advisors at this office
1
Most active in
Oklahoma
Disclosures
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Business activities & affiliations
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Fund sponsor
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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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