AXON Capital Management

Axon Capital Management is a fee-only, state-registered investment adviser that offers ongoing wealth management and financial planning, including project‑based engagements covering retirement, estate, tax, cash‑flow, college savings, and business planning. The brochure indicates services are provided to individuals and high‑net‑worth individuals and notes there is no account minimum for clients.

The firm uses a mix of fundamental, technical, cyclical and charting analysis together with Modern Portfolio Theory, and implements both passive and active fund selections with a preference for generally long‑term holdings while retaining discretion to employ short‑term trades when appropriate. Axon acts with discretionary authority for managed accounts, recommends Charles Schwab for custody, and conducts quarterly account reviews while relying on custodian statements rather than issuing separate in‑house performance reports.

Axon is a recently formed solo practice with approximately $2.0 million in discretionary assets under management and a three‑client book, indicating operation for a very small, focused client base rather than a broad retail population. Noteworthy operational choices relative to many peers include a strict fee‑only model with no product commissions, a policy not to aggregate or block trades for multiple clients, and the availability of no‑additional‑fee financial plans or separately contracted project work.