# Axius Advisors LLC

> Axius Advisors LLC is an SEC-registered investment advisory firm in Saint Charles, MO, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 330006
- Filed as: AXIUS ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Saint Charles, MO
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330006
- AdvisorCensus page: https://advisorcensus.com/firm/axius-advisors-llc-saint-charles-mo-330006

## Quick answers

**How is Axius Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Axius Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Axius Advisors LLC located?**
Axius Advisors LLC's principal office is in Saint Charles, MO, according to its Form ADV.

**Is Axius Advisors LLC registered with the SEC or a state?**
Axius Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330006.

**How much does Axius Advisors LLC manage?**
Axius Advisors LLC reports $623,842,000 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Axius Advisors LLC's assets and staff changed since 2024?**
In the Form ADV data for Axius Advisors LLC: Regulatory assets under management: $0 in the October 2024 data and $623,842,000 in the October 2026 data. Total employees: 9 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Axius Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,113); high net worth individuals (118).

**Which custodians does Axius Advisors LLC use?**
Axius Advisors LLC'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 Axius Advisors LLC 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/330006

**Does Axius Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "There is no account minimum for any of AXIUS Advisors’ services."

**What changed in Axius Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $0 to $623,842,000.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: None

> There is no account minimum for any of AXIUS Advisors’ services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $623,842,000
- Discretionary: $623,842,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,113 | $380,543,620 |
| High net worth individuals | 118 | $243,298,380 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, KS, MI, MN, MO, NC, NE, NH, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @AXIUSFinancial
- LinkedIn @axius-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 9 | May 3, 2024 |
| October 2025 | $0 | 9 | March 17, 2025 |
| October 2026 | $623,842,000 | 9 | March 5, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $623,842,000 in the October 2026 data.
Total employees: 9 in October 2024 and 9 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $0 to $623,842,000.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Axius Advisors LLC (CRD 330006): Form ADV filing data as of October 2026.