# 365 Wealth Management Group

> 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.

- CRD: 314674
- Filed as: 365 WEALTH MANAGEMENT GROUP
- Legal name: Axecap Investments, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mason, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314674
- AdvisorCensus page: https://advisorcensus.com/firm/365-wealth-management-group-mason-oh-314674

## Quick answers

**How is 365 Wealth Management Group compensated?**
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.

**Where is 365 Wealth Management Group located?**
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).

**Is 365 Wealth Management Group registered with the SEC or a state?**
365 Wealth Management Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 314674.

**How much does 365 Wealth Management Group manage?**
365 Wealth Management Group reports $186,625,957 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**How have 365 Wealth Management Group's assets and staff changed since 2022?**
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.

**What types of clients does 365 Wealth Management Group serve?**
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).

**Which custodians does 365 Wealth Management Group use?**
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.

**Does 365 Wealth Management Group report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $186,625,957
- Discretionary: $185,425,688
- Non-discretionary: $1,200,269

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 488 | $82,177,053 |
| High net worth individuals | 70 | $103,248,635 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,200,269 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IN, KY, OH, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Cincinnati, OH

### Websites listed on Form ADV (Item 1.I)
- 365wmg.com
- LinkedIn @365-wealth-management-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $125,840,000 | 7 | August 8, 2022 |
| October 2023 | $144,278,713 | 7 | March 26, 2023 |
| October 2024 | $150,014,103 | 8 | July 17, 2024 |
| October 2025 | $183,182,460 | 8 | April 28, 2025 |
| October 2026 | $186,625,957 | 8 | March 31, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 365 Wealth Management Group (CRD 314674): Form ADV filing data as of October 2026.