Daxmar Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Daxmar Advisors provides fee-based portfolio management primarily for individual and household accounts, handling taxable, tax-deferred and tax‑free account types through separately managed accounts at third‑party custodians. The firm also offers consulting engagements and distributes written market commentary and educational content to subscribers.
The firm’s investment approach blends fundamental research with technical analysis to construct model portfolios that favor common stocks, ETFs and closed‑end funds, with attention to discounts and premiums and periodic rebalancing; models are actively managed and the firm reports typical model turnover that can result in frequent trading. Portfolios are managed under discretionary authority in accordance with client objectives, and the firm may adjust sector exposures, swap funds, or use derivatives when needed to pursue income or hedging goals.
Distinctive features relative to many peers include a published newsletter and market letter and an on‑demand webinar for prospective clients, plus the availability of consulting and hourly research retainer arrangements in addition to AUM management. The firm also emphasizes active closed‑end fund strategies and uses institutional custodian access to support trading and reporting, while allowing model customization for client‑specific restrictions.
Client services
Expertise
Fee options
$250,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.85%
$500 per quarter up to 4 hours for consulting; $1,500 for 8 hours of personalized financial planning
Account minimum: $250,000 (general models), $1,000,000 (municipal bond models)
Main office
Buford GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Daxmar Advisors · Daxmar Engineering Inc
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
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”)