Axecap Investments, LLC
● SEC registered since 2022CRD 314674SEC# 801-126521Mason, OH
Reg. AUM
$186.6M
Employees
8
Accounts
1,285
Location
Mason, OH
Axecap Investments, LLC assets under management
Axecap Investments, LLC operates as an SEC-registered investment adviser based in Mason, OH. The firm has been registered since 2022. It reports $186.6 million in regulatory assets under management and employs 8 people.
Axecap Investments, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Petraitis Control | Chief Compliance Officer | Under 5% | 2023 |
| Thomas James Wolfgram | Chief Operating Officer | Under 5% | 2025 |
| William Michael Haase Control | Managing Member, Chief Executive Officer | Over 75% | 2021 |
Frequently asked questions
How much does Axecap Investments, LLC manage?
Axecap Investments, LLC reports $186.6 million in regulatory assets under management on its Form ADV.
How many employees does Axecap Investments, LLC have?
Axecap Investments, LLC reports 8 employees.
Where is Axecap Investments, LLC located?
Axecap Investments, LLC is based in Mason, OH and has been SEC-registered since 2022.
Does Axecap Investments, LLC disclose fund performance?
Axecap Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5770 Gateway Blvd, Suite 102, Mason, OH 45040 |
| Phone | 513-880-0002 |
| Office hours | 9:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.6M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$186.6Mregulatory AUM
Discretionary $185.4MNon-discretionary $1.2M