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AdvisorCensus / Financial advisors / District of Columbia / Washington, DC / Axos Clearing LLC

Financial advisors in Washington, DC using Axos Clearing LLC

3 SEC-registered investment advisory firms headquartered in the Washington, DC metro area name Axos Clearing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Washington, DC ยท How this list is built

FirmCityRegistrationAssets band
Bull Harbor Capital LLC.BethesdaSEC-registered investment adviser$100 million to $500 million
Fairfax Global Investment Management LLCMiddleburgSEC-registered investment adviser$100 million to $500 million
Pegasus Financial Group LLCChantillySEC-registered investment adviser$100 million to $500 million

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Axos Clearing LLC nationwide

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AdvisorCensus. Financial advisors in Washington, DC using Axos Clearing LLC. https://advisorcensus.com/advisors/dc/washington/custodians/axos-clearing
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