Overview

Assets Under Management: $454 million
Headquarters: HUNTSVILLE, AL
High-Net-Worth Clients: 271
Average Client Assets: $1.2 million

Frequently Asked Questions

AXIENT INVESTMENT ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #336722), AXIENT INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.

AXIENT INVESTMENT ADVISORS LLC is headquartered in HUNTSVILLE, AL.

AXIENT INVESTMENT ADVISORS LLC serves 271 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓

According to their SEC Form ADV, AXIENT INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓

AXIENT INVESTMENT ADVISORS LLC manages $454 million in client assets according to their SEC filing dated March 12, 2026.

According to their SEC Form ADV, AXIENT INVESTMENT ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Clients

Number of High-Net-Worth Clients: 271
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.08%
Average Client Assets: $1.2 million
Total Client Accounts: 1,135
Discretionary Accounts: 1,135

Regulatory Filings

CRD Number: 336722
Filing ID: 2071847
Last Filing Date: 2026-03-12 17:47:07