Axius Advisors Llc
- Regulatory AUM
- $624M
- Discretionary
- $624M
- Clients
- 1,231
- Avg AUM / client
- $507K
- Accounts
- 2,827
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,113 | $381M | 61.0% |
| High net worth individuals | 118 | $243M | 39.0% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeff Ryan Locker | Cheif Executive Officer & Chief Compliance Officer | Oct 2013 (13y) | 75% or more | |
| Thomas Robert Reed | President | Oct 2013 (13y) | 25% – 50% | |
| Christopher Joseph Jacobs | Registered representative | Oct 2024 (2y) | ||
| Lori Ann Turner | Registered representative | Oct 2024 (2y) | ||
| Ronald Wayne Klenke | Registered representative | Oct 2024 (2y) | ||
| Scott Michael Browne | Registered representative | Chartered Financial Consultant | Oct 2024 (2y) | |
| Steven Chappelear Kenny | Registered representative | Oct 2024 (2y) | ||
| Steven Lewis Stillman | Registered representative | Oct 2024 (2y) | ||
| Timothy John Chambliss | Registered representative | Oct 2024 (2y) | ||
| Kelly Lynn Stonebarger | Registered representative | CFP | Oct 2024 (2y) | |
| Kurt Walter Sergiewich | Registered representative | Oct 2024 (2y) | ||
| Michael Alan Orr | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $624M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗