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Brian Joseph Petraitis

AXECAP INVESTMENTS, LLC·MASON, Ohio
Series 24Clean recordAXECAP INVESTMENTS, LLC
5770 GATEWAY BLVD, MASON, OH 45040CRD# 7255407Firm CRD# 314674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Joseph Petraitis · MASON, OH
Registration
CRD #7255407 · AXECAP INVESTMENTS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AXECAP INVESTMENTS, LLC
CRD 314674 · SEC 801-126521
AUM
$150M
Regulatory assets under management
Employees
8
909 client accounts
Services offered by AXECAP INVESTMENTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AXECAP INVESTMENTS, LLC →
Introduction

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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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MASON, OH

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