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365 WEALTH MANAGEMENT GROUP
AXECAP INVESTMENTS, LLC
CRD 314674 · SEC 801-126521
5770 GATEWAY BLVD, SUITE 102, MASON, OH, 45040, United States
Phone
513-880-0002
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.6M
Discretionary AUM
$185.4M
Team
8 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 488 | $82.2M |
| High net worth individuals | 70 | $103.2M |
| Pension/profit sharing plans | 2 | $1.2M |
States served
IN, KY, OH, SC, VA, FL
All web addresses on file
Official SEC filing: View on IAPD