Maxiam Capital, LLC

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.