# Maxele Advisors, LLC

> Maxele Advisors, LLC is an SEC-registered investment advisory firm in Webster Groves, MO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 165129
- Filed as: MAXELE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Webster Groves, MO
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165129
- AdvisorCensus page: https://advisorcensus.com/firm/maxele-advisors-llc-webster-groves-mo-165129

## Quick answers

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

**Where is Maxele Advisors, LLC located?**
Maxele Advisors, LLC's principal office is in Webster Groves, MO, according to its Form ADV.

**Is Maxele Advisors, LLC registered with the SEC or a state?**
Maxele Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 165129.

**How much does Maxele Advisors, LLC manage?**
Maxele Advisors, LLC reports $201,565,331 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**How have Maxele Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Maxele Advisors, LLC: Regulatory assets under management: $120,702,695 in the October 2021 data and $201,565,331 in the October 2026 data, up 67%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Maxele Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (161); high net worth individuals (73).

**Which custodians does Maxele Advisors, LLC use?**
Maxele Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Maxele 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/165129

**What changed in Maxele Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $201,565,331
- Discretionary: $201,565,331
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 161 | $38,820,118 |
| High net worth individuals | 73 | $160,350,560 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,124,433 |
| Charitable organizations | Fewer than 5 | $1,270,220 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, LA, MO, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- maxeleadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $120,702,695 | 2 | July 2, 2021 |
| October 2022 | $131,148,000 | 2 | July 28, 2022 |
| October 2023 | $122,860,000 | 2 | March 31, 2023 |
| October 2024 | $153,721,000 | 2 | March 31, 2024 |
| October 2025 | $165,276,239 | 2 | March 31, 2025 |
| October 2026 | $201,565,331 | 4 | September 8, 2026 |

Regulatory assets under management: $120,702,695 in the October 2021 data and $201,565,331 in the October 2026 data, up 67%.
Total employees: 2 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.

### May 2026
- Regulatory assets under management went from $165,276,239 to $201,565,331 (+22%).

### January 2026
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maxele Advisors, LLC (CRD 165129): Form ADV filing data as of October 2026.