A complete list of active advisors currently associated with Maxiam Capital, LLC

Warmer can help you find a great advisor at Maxiam Capital, LLC or one who fits your needs even better.

Maxiam Capital is a small, two-advisor registered investment adviser that provides discretionary portfolio management and financial planning primarily to high‑net‑worth individuals. As of late 2025 the firm reported managing about $24.12 million across seven clients and offers tailored advice across equities, fixed income, ETFs, derivatives, and digital assets. The firm uses a top‑down global macroeconomic investment process and implements four model asset‑allocation portfolios (ranging from 100% equity to 50/50 equity/fixed income), benchmarking equities to the MSCI World Index and fixed income to the Bank of America Merrill Lynch Government/Corporate 7–10 Year Index. Maxiam typically implements allocations with individual stocks and ETFs, manages accounts on a discretionary basis, and discloses use of technical, fundamental, cyclical, and modern portfolio theory analyses as well as options, futures, and occasional frequent trading where suitable. Noteworthy distinctions include a recently raised minimum investable assets threshold of $1,000,000 for new client relationships and an Annuity Rebate Program that may waive up to 12 months of AUM fees following annuity liquidations—a program the firm discloses as a potential conflict of interest. The firm also accepts custody direction to a single custodian, advises on digital assets and other complex products, and operates with a very small, concentrated client base focused on high‑net‑worth relationships.

To learn more about the advisors currently working at Maxiam Capital, 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.