AXECAP INVESTMENTS, LLC

365 WEALTH MANAGEMENT GROUP
MASON, Ohio·2 registered advisors·CRD# 314674
SEC# 801-1265211513-880-0002
01

Firm Overview

AUM
$150M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AXECAP INVESTMENTS, LLC

2 registered advisors
Brian Joseph Petraitis
MASON, Ohio
William Michael Haase
MASON, Ohio
05

Office Locations

MASON, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. AXECAP INVESTMENTS, LLC (CRD# 314674) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.