{
  "crd_number": 314674,
  "slug": "365-wealth-management-group-mason-oh-314674",
  "primary_business_name": "365 WEALTH MANAGEMENT GROUP",
  "legal_name": "AXECAP INVESTMENTS, LLC",
  "dbas": [],
  "city": "Mason",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-09-07",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 186625957.0,
  "raum_discretionary": 185425688.0,
  "raum_non_discretionary": 1200269.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 82177053.0,
      "count": 488
    },
    "pension_profit_sharing": {
      "raum": 1200269.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 103248635.0,
      "count": 70
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IN",
    "KY",
    "OH",
    "SC",
    "VA"
  ],
  "websites": [
    "https://365wmg.com",
    "https://linkedin.com/company/365-wealth-management-group"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314674",
  "city_as_filed": "MASON",
  "url": "https://advisorcensus.com/firm/365-wealth-management-group-mason-oh-314674",
  "display_name": "365 Wealth Management Group",
  "summary": "365 Wealth Management Group is an SEC-registered investment advisory firm in Mason, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. 365 Wealth Management Group (CRD 314674): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is 365 Wealth Management Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 365 Wealth Management Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does 365 Wealth Management Group charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $500 an hour (financial planning services); Hourly rate: $250 an hour (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is 365 Wealth Management Group located?",
      "a": "365 Wealth Management Group's principal office is in Mason, OH, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is 365 Wealth Management Group registered with the SEC or a state?",
      "a": "365 Wealth Management Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 314674."
    },
    {
      "q": "How much does 365 Wealth Management Group manage?",
      "a": "365 Wealth Management Group reports $186,625,957 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary)."
    },
    {
      "q": "How have 365 Wealth Management Group's assets and staff changed since 2022?",
      "a": "In the Form ADV data for 365 Wealth Management Group: Regulatory assets under management: $125,840,000 in the October 2022 data and $186,625,957 in the October 2026 data, up 48%. Total employees: 7 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 365 Wealth Management Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (488); high net worth individuals (70); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does 365 Wealth Management Group use?",
      "a": "365 Wealth Management Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 365 Wealth Management Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314674"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 125840000.0,
      "total_employees": 7,
      "filing_date": "2022-08-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 144278713.0,
      "total_employees": 7,
      "filing_date": "2023-03-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 150014103.0,
      "total_employees": 8,
      "filing_date": "2024-07-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 183182460.0,
      "total_employees": 8,
      "filing_date": "2025-04-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 186625957.0,
      "total_employees": 8,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (financial planning services)",
      "Hourly rate: $250 an hour (financial planning and consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (financial planning services)"
        ],
        "quotes": [
          "365WMG will provide financial planning services at $500.00 per hour as agreed upon in the Financial Planning contract."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning and consulting)"
        ],
        "quotes": [
          "For purposes of calculating financial planning and consulting refunds, all work performed by us up to the point of termination shall be calculated at our hourly rate of $250 or hourly rate currently in effect."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting"
        }
      ]
    },
    "quotes": [
      "365WMG will provide financial planning services at $500.00 per hour as agreed upon in the Financial Planning contract.",
      "For purposes of calculating financial planning and consulting refunds, all work performed by us up to the point of termination shall be calculated at our hourly rate of $250 or hourly rate currently in effect."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/365-wealth-management-group-mason-oh-314674.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 488,
      "fewer_than_5": false,
      "raum": 82177053.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 70,
      "fewer_than_5": false,
      "raum": 103248635.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 1200269.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314674",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}