Daxmar Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$252,000
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
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
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Active portfolio management
Tax-loss harvesting
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 location
Daxmar Advisors
Buford GA, United States
Number of offices
1
Most active in
Daxmar Advisors has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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 provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")