Axim Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Axim Wealth Management reports 287 clients. They include 252 individual clients, 33 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 93.3% ($119M across 676 accounts) are managed with discretion; $8.5M across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 55% |
| High-net-worth individuals | 11% | 39% |
| Pension and profit-sharing plans | <1% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 252 | $69.5M | 54.6% | $276K |
| High-net-worth individuals | 33 | $49.2M | 38.7% | $1.49M |
| Pension and profit-sharing plans | Fewer than 5 | $8.5M | 6.7% | $4.25M |
| Total | 287 | $127M | 100% | — |
- Clients
- 252
- Regulatory AUM
- $69.5M
- AUM share
- 54.6%
- Avg. per client
- $276K
- Clients
- 33
- Regulatory AUM
- $49.2M
- AUM share
- 38.7%
- Avg. per client
- $1.49M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.5M
- AUM share
- 6.7%
- Avg. per client
- $4.25M
Total
- Clients
- 287
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 101–250
Axim Wealth Management charges 1.25%–2.75% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 2.75% |
| $250K–$500K | 2.50% |
| $500K–$1M | 2.00% |
| $1M–$2.5M | 1.75% |
| $2.5M–$5M | 1.50% |
| $5M and above | 1.25% |
Fee details and sources
Casey Stevenson owns 75% or more of Axim Wealth Management. Casey Stevenson is CEO. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of Axim Wealth Management LLC
Casey Stevenson
Control person · since February 2026
Axim Wealth Management’s regulatory assets grew Infinity× from $0 (May 2022) to $127M (October 2026); employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Oct 2026October 2026 | $127M | 287 | 2 | 2 |
| Jun 2025June 2025 | $119M | 262 | 2 | 3 |
| Mar 2024March 2024 | $129M | 217 | 3 | 1 |
| Mar 2023March 2023 | $113M | 196 | 2 | 1 |
| May 2022May 2022 | $0 | 0 | 2 | 1 |
Besides its headquarters, Axim Wealth Management has 1 office, with 2 listed addresses in 1 state.
Ohio · 2 listed addresses
- 4 Sycamore Creek Drive, SpringboroHQ
- 6797 N. High Street, Columbus
Contact and registration details
- Legal name
- Axim Wealth Management LLC
- Headquarters
- 4 Sycamore Creek Drive, Springboro, OH 45066
- Website
- aximwealth.com
- Phone
- 937-291-2060
- @axim-planning-wealth
- SEC file
- 801-124695
- Structure
- Ohio LLC
- Fiscal year end
- December
Axim Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($119M). Axim Wealth Management has custody of $25.7M for 127 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $119M100%
At year end, Axim Wealth Management’s separately managed accounts were mostly in stocks (64%) and funds (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $71.5M across 92 positions; the largest are Ehang Hldgs Ltd (36.4%), Hancock John Pfd Income FD I (5.4%) and SPDR Series Trust (3.1%).
What the accounts hold
- Stocks64%
- Funds34%
- Registered funds31%
- Pooled vehicles3%
- Bonds1%
- Cash1%
How many clients does Axim Wealth Management have?
Axim Wealth Management has 287 clients and manages $127 million for them, as of October 2026. They include 252 individual clients, 33 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does Axim Wealth Management offer?
Axim Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Axim Wealth Management charge?
Axim Wealth Management charges 1.25%–2.75% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Axim Wealth Management use?
Axim Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $119M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026
How many financial advisors does Axim Wealth Management have?
Axim Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Axim Wealth Management invest in?
At the end of its last fiscal year, Axim Wealth Management’s separately managed accounts held 64% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 3% pooled vehicles (private funds and similar), 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Axim Wealth Management?
Axim Wealth Management’s direct owner is Casey Stevenson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does Axim Wealth Management get paid?
Axim Wealth Management is paid through a percentage of assets under management 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 Axim Wealth Management?
Axim Wealth Management’s main office is at 4 Sycamore Creek Drive, Springboro, OH 45066. Its phone number is 937-291-2060. Its website is aximwealth.com.