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Axius Advisors LLC

Updated today

Client assets under management

$623,842,000

Clients

1,231

10% high-net worth

Advisors

12

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

103

High

Average account size

$506,777

About

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.

Client services

Financial planning Portfolio management

Expertise

Annuities

Fee options

Fixed

Flat fees for financial planning up to $5,000; may also charge a flat fee of up to 1.75% for portfolio management

Percentage

$0 - $100,000: 1.75% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.25% $500,001 - $1,000,000: 1.00% $750,001 - $1,250,000: 1.00% $1,000,001 - $2,000,000: 0.75% $1,250,001 - $2,500,000: 0.75% $2,000,001+: 0.50% $2,500,001+: 0.50%

Commissions

Advisory fees are in addition to commissions; representatives receive commissions for sales of securities

Project-based

Up to $150 per hour for financial planning services

Other

Fee-only: Fixed fees up to $5,000; hourly fees up to $150/hour

Main office location

Axius Advisors LLC

2085 Blue Stone Drive

Saint Charles MO 63303, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Kansas · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · North Carolina · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Steven S

Series 63, Series 65

Saint Charles, MO

Axius Advisors LLC

Steven Stillman is a financial advisor with Axius Advisors LLC in Saint Charles, MO, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes 14 years at Cambridge Investment Research Advisors, Inc. He also serves as an independent insurance agent managing fixed index annuity trails through an outside IMO. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and flexible financial planning options.

Annuities
user avatar

Kurt S

Series 63, Series 65

Saint Charles, MO

Axius Advisors LLC

Kurt Sergiewich Jr. is a financial advisor at Axius Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Cambridge Investment Research Advisors and Arete Wealth Advisors. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

Annuities
user avatar

Steven K

Series 63, Series 66

Saint Charles, MO

Axius Advisors LLC

Steven Kenny is a financial advisor with Axius Advisors LLC in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at Cambridge Investment Research and has been involved with AXIUS Financial since 2016. Outside of his advisory work, he is a co-owner of a seasonal rental property in Wisconsin with his wife. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term investment approach based on modern portfolio theory and offers both ongoing management and one-time or hourly financial planning options.

Annuities
user avatar

Kelly S

CFP®, Series 66

Saint Charles, MO

Axius Advisors LLC

Kelly Stonebarger is a CFP® with 22 years of industry experience, currently serving at AXIUS Advisors LLC. She previously worked at Cambridge Investment Research Advisors, Inc. for 13 years. AXIUS Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach based on modern portfolio theory and offers both ongoing asset-based management and fee-based financial planning options.

Annuities
user avatar

Scott B

ChFC®, Series 63, Series 66

Saint Charles, MO

Axius Advisors LLC

Scott Browne is a financial advisor at Axius Advisors LLC with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Axius Advisors, he worked at Cambridge Investment Research Advisors for 12 years. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm utilizes modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and one-time or hourly financial planning options.

Annuities
user avatar

Jeff L

Series 63, Series 65

Saint Charles, MO

Axius Advisors LLC

Jeff Locker is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes over a decade at Cambridge Investment Research Advisors, Inc., and he currently serves as CEO and owner of Axius Financial. Outside of financial services, Locker is involved in youth and professional soccer as a coach and co-owner of the St. Louis Ambush MASL soccer club and owner of Ambush Soccer Club LLC, and he serves on the board of the Academy of the Sacred Heart. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term, modern portfolio theory-based investment approach and offers a range of services including discretionary asset management, one-time financial plans, and hourly financial planning.

Annuities
user avatar

Christopher J

Series 66

Saint Charles, MO

Axius Advisors LLC

Christopher Jacobs is a financial advisor at Axius Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors and Axius Financial prior to joining Axius Advisors. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and flexible financial planning options.

Annuities
user avatar

Thomas R

Series 63, Series 65

Saint Charles, MO

Axius Advisors LLC

Thomas Reed III is a financial advisor at Axius Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors and AXIUS Financial. Reed is also the owner and advisor of Axius Financial, a financial services business. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

Annuities
user avatar

Michael O

Series 63, Series 65

Saint Charles, MO

Axius Advisors LLC

Michael Orr is a financial advisor with Axius Advisors LLC in Saint Charles, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at LPL Financial, Cambridge Investment Research Advisors, and operating his own firm, Orr Financial. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach based on modern portfolio theory and offers both ongoing asset-based management and hourly financial planning options.

Annuities
user avatar

Ronald K

Series 63, Series 65

Saint Charles, MO

Axius Advisors LLC

Ronald Klenke is a financial advisor at Axius Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Inc. Klenke serves on the boards of McKendree College and Glen Echo Country Club. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

Annuities
user avatar

Timothy C

Series 66

Saint Charles, MO

Axius Advisors LLC

Timothy Chambliss is a financial advisor at Axius Advisors LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Cambridge Investment Research Advisors. Outside of his advisory role, he is also an insurance agent. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and one-time or hourly financial planning options.

Annuities
user avatar

Lori T

Series 63, Series 65

Saint Charles, MO

Axius Advisors LLC

Lori Turner is a financial advisor at Axius Advisors LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors, Rosetta Financial Advisors, and Axius Financial prior to her current roles. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and one-time or hourly financial planning options.

Annuities
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