Axient Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Axient Investment Advisors reports 768 clients. They include 478 individual clients, 271 high-net-worth individuals, and 11 corporations and other businesses. Of its assets, 100.0% ($454M across 1,135 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 24% |
| High-net-worth individuals | 35% | 72% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | <1% | 1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 478 | $109M | 24.0% | $228K |
| High-net-worth individuals | 271 | $327M | 72.1% | $1.21M |
| Pension and profit-sharing plans | 2 | $8.73M | 1.9% | $4.36M |
| Charitable organizations | 6 | $4.69M | 1.0% | $782K |
| Corporations and other businesses | 11 | $4.21M | 0.9% | $383K |
| Total | 768 | $454M | 100% | $591K |
- Clients
- 478
- Regulatory AUM
- $109M
- AUM share
- 24.0%
- Avg. per client
- $228K
- Clients
- 271
- Regulatory AUM
- $327M
- AUM share
- 72.1%
- Avg. per client
- $1.21M
- Clients
- 2
- Regulatory AUM
- $8.73M
- AUM share
- 1.9%
- Avg. per client
- $4.36M
- Clients
- 6
- Regulatory AUM
- $4.69M
- AUM share
- 1.0%
- Avg. per client
- $782K
- Clients
- 11
- Regulatory AUM
- $4.21M
- AUM share
- 0.9%
- Avg. per client
- $383K
Total
- Clients
- 768
- Regulatory AUM
- $454M
- AUM share
- 100%
- Avg. per client
- $591K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Axient Investment Advisors charges up to 2.00% a year for its Asset Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting
- A fixed fee of at most $10,000 per project, or an hourly rate of at most $500; fees are negotiable.
- Financial Planning
- A fixed fee of at most $5,000 for plans with under $10 million in assets, or $10,000 at $10 million or more; hourly at most $500.
The leadership team of Axient Investment Advisors includes Chief Compliance Officer Timothy Walls. It has 18 employees, 12 of them in advisory roles.
Staff
- 18 employees
- 12 in advisory functions
- 12 state-registered reps
- 13 broker-dealer reps
- 11 insurance agents
- Owns 10% to 25% of Axient Investment Advisors LLC
Stuart Bridges
Control person · since May 2025
- Owns 10% to 25% of Axient Investment Advisors LLC
John Pylant
Control person · since May 2025
- Owns 10% to 25% of Axient Investment Advisors LLC
Mark Saunders
Control person · since May 2025
- Owns 10% to 25% of Axient Investment Advisors LLC
Allen Wall
Control person · since May 2025
- Owns 10% to 25% of Axient Investment Advisors LLC
Joseph Gallagher
Control person · since May 2025
- Owns 10% to 25% of Axient Investment Advisors LLC
James Cunningham
Control person · since May 2025
- Owns 10% to 25% of Axient Investment Advisors LLC
Charles Jones
Control person · since May 2025
Besides its headquarters, Axient Investment Advisors has 0 offices, with 1 listed address in 1 state.
Alabama · 1 listed address
- 403 Madison St Se, 2nd FL, HuntsvilleHQ
Other business names
Axient Investment Advisors has reported 1 other business name to the SEC.
- Eagle Creek Wealth Management
Contact and registration details
- Legal name
- Axient Investment Advisors LLC
- Headquarters
- 403 Madison St Se, 2nd FL, Huntsville, AL 35801
- Website
- axientadvisors.com
- Phone
- 256-980-1723
- SEC file
- 801-134453
- Structure
- Alabama LLC
- Fiscal year end
- December
Axient Investment Advisors’ named custodian for separately managed accounts is Pershing ($1.72M). Axient Investment Advisors has custody of $5.04M for 9 clients.
- PershingPershing LLC · Jersey City, NJ · $1.72M100%
At year end, Axient Investment Advisors’ separately managed accounts were largely in stocks (47%) and funds (39%).
What the accounts hold
- Stocks47%
- Funds39%
- Bonds5%
- Cash9%
How many clients does Axient Investment Advisors have?
Axient Investment Advisors has 768 clients and manages $454 million for them, as of March 2026. They include 478 individual clients, 271 high-net-worth individuals, and 11 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Axient Investment Advisors offer?
Axient Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Axient Investment Advisors charge?
Axient Investment Advisors charges up to 2.00% a year for its Asset Management Services. The fee is billed in advance and is negotiable.
Source: AXIENT INVESTMENT ADVISORS LLC ADV 2A BROCHURE 08.28.2025, filed 12 March 2026
Which custodians does Axient Investment Advisors use?
Axient Investment Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $1.72M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Axient Investment Advisors have?
Axient Investment Advisors has 12 investment adviser representatives registered with state securities authorities, out of 18 employees, and 12 perform investment advisory functions. 13 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Axient Investment Advisors invest in?
At the end of its last fiscal year, Axient Investment Advisors’ separately managed accounts held 47% exchange-traded equities, 39% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents and 5% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Axient Investment Advisors?
Axient Investment Advisors’ direct owners are Stuart Bridges, John Pylant, Mark Saunders, Allen Wall, Joseph Gallagher, James Cunningham and Charles Jones, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Axient Investment Advisors get paid?
Axient Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Axient Investment Advisors?
Axient Investment Advisors’ main office is at 403 Madison St Se, 2nd FL, Huntsville, AL 35801. Its phone number is 256-980-1723. Its website is axientadvisors.com.
