A complete list of active advisors currently associated with Axius Advisors LLC

Warmer can help you find a great advisor at Axius Advisors LLC or one who fits your needs even better.

AXIUS Advisors provides discretionary portfolio management and financial planning to a mix of clients that the brochure identifies as individuals, high-net-worth individuals, charitable organizations, and business entities. Services include ongoing investment management supported by a written Investment Policy Statement and one-time financial plans covering topics such as retirement, taxes, insurance, and college planning. The firm builds portfolios using Modern Portfolio Theory and a long-term trading approach, documents client risk tolerance in an Investment Policy Statement, and conducts monthly reviews of ongoing advisory accounts. AXIUS generally limits investments to mutual funds, equities, fixed income, annuities, ETFs (including precious-metal sector ETFs), and Treasury inflation-protected securities, and reported $623,842,000 in discretionary assets with no non‑discretionary assets as of December 2025. Noteworthy operational features include a requirement that clients custody assets with Schwab Institutional, with AXIUS receiving access to Schwab’s institutional trading, research and other services, and potential soft‑dollar benefits; the brochure also discloses that some firm representatives are registered representatives who may sell commissionable products and document those conflicts. Financial planning is typically delivered as a one-time engagement (with ongoing monitoring available only if separately contracted), and the firm states it will not accept voting authority for client proxies.

To learn more about the advisors currently working at Axius Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.