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

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

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.

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