Axxes Advisors LLC
● SEC registered since 2022CRD 318039SEC# 801-126433Coral Gables, FL
Reg. AUM
$100K
Employees
10
Accounts
1
Location
Coral Gables, FL
Axxes Advisors LLC assets under management
Axxes Advisors LLC is a registered investment adviser overseen by the SEC based in Coral Gables, FL. The firm has been registered since 2022. It reports $100,000 in regulatory assets under management and employs 10 people.
Axxes Advisors LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Lawrence Kaplan Control | Chief Administrative Officer | Under 5% | 2022 |
| Axxes Fund Solutions LLC Control | Member | Over 75% | 2023 |
| Gary J Bachman Control | Chief Financial Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Axxes Advisors LLC manage?
Axxes Advisors LLC reports $100,000 in regulatory assets under management on its Form ADV.
How many employees does Axxes Advisors LLC have?
Axxes Advisors LLC reports 10 employees.
Where is Axxes Advisors LLC located?
Axxes Advisors LLC is based in Coral Gables, FL and has been SEC-registered since 2022.
Does Axxes Advisors LLC disclose fund performance?
Axxes Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3011 Ponce de Leon Blvd, Suite 1420, Coral Gables, FL 33134 |
| Phone | 800-684-1006 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$100KNo change
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$100Kregulatory AUM
Discretionary $0Non-discretionary $100K