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Brian Joseph Petraitis

AXECAP INVESTMENTS, LLC·MASON, Ohio
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5770 GATEWAY BLVD, MASON, OH 45040CRD# 7255407Firm CRD# 314674
01

About

Brian Joseph Petraitis is a registered financial advisor based in MASON, Ohio, affiliated with AXECAP INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AXECAP INVESTMENTS, LLC
365 WEALTH MANAGEMENT GROUP
AUM
$150M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at AXECAP INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7255407
Firm CRD# 314674
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Joseph Petraitis offer?
Brian Joseph Petraitis specializes in Financial Planning, Investment Management. Contact their office in MASON, Ohio for a consultation.
What are Brian Joseph Petraitis's credentials?
Brian Joseph Petraitis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Joseph Petraitis located?
Brian Joseph Petraitis is based in MASON, Ohio, working with AXECAP INVESTMENTS, LLC. Their office serves clients in the MASON metropolitan area and surrounding communities.
How does Brian Joseph Petraitis charge for services?
Brian Joseph Petraitis's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AXECAP INVESTMENTS, LLC?
AXECAP INVESTMENTS, LLC has approximately 8 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Richard Louis Roeding — SUMMER HILL CAPITAL PARTNERS, LLCMatthew Sanford Matson — MATSON MONEY, INC.Elizabeth Marie Knoblock — MATSON MONEY, INC.Joseph Edward Matson — MATSON MONEY, INC.Timothy Daniel Cavanaugh — SUMMER HILL CAPITAL PARTNERS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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