Account Types

Axis Capital offers investment advisory solutions tailored for both new and experienced investors.
Choose the portfolio strategy that aligns with your financial goals and begin your advisory journey today.

Account Types

	AccountBasic	AccountEthical	AccountGold	AccountPRO	AccountDiamond	AccountExclusive
Fee Structure	0.95% AUM annually	0.85% AUM annually	0.75% AUM annually	0.65% AUM annually	0.50% AUM annually	Custom / Negotiated
Custodian	Fidelity	Fidelity	Charles Schwab	Charles Schwab	Pershing	Pershing
Product Access	ETFs & Mutual Funds	ETFs & Mutual Funds	ETFs, Mutual Funds, SMAs	SMAs & Alternatives	Full Suite + Private Credit	Comprehensive Investment Suite
Account Type	Individual / Joint	IRA / Roth IRA	Trust / Custodial	401(k) Rollover	Corporate / Institutional	Family Office / HNW
Regulatory Oversight	Registered Investment Adviser – SEC (CRD #317959) \| Subject to Form ADV Filing & State Notice Filings
Fiduciary Standard	Yes – Fee-only advisory service under SEC fiduciary guidelines
Portfolio Management	Core Allocation	Core + Satellite	Goal-Based Planning	Risk-Adjusted Optimization	Tax-Efficient Rebalancing	Custom Portfolio Design
Client Reporting	Quarterly	Quarterly	Monthly + Annual Summary	Monthly + On-Demand	Full Online Portal	White-glove Reporting Suite
Compliance & Disclosures	Form ADV, CRS (Client Relationship Summary), Privacy Policy & Code of Ethics available upon request or via SEC IAPD

Wanna talk?
Request a call back!

Contact us

Telegram info@axiscapitalmgt.com

United States

AXIS CAPITAL MANAGEMENT, LLC (CRD #317959) is a U.S.-based investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm maintains active notice filings in multiple jurisdictions and operates in accordance with the Investment Advisers Act of 1940.

The firm’s registration status is as follows:
California: Approved as of 01/04/2022
Texas: Conditional Restricted as of 06/25/2024

Investors may review the firm's latest Form ADV filings, including Part 2 Brochures, through the Investment Adviser Public Disclosure (IAPD) system. For verification, search by Firm Name or CRD/SEC Number.

Registration Summary:
AXIS CAPITAL MANAGEMENT, LLC is subject to federal and applicable state securities laws. Notice filings are submitted where required. As of this date, the firm is not currently notice filed in jurisdictions outside those listed above.

When engaging with any financial professional, always verify credentials using trusted sources such as FINRA’s BrokerCheck or the SEC’s IAPD. Be alert to phishing schemes and fraudulent websites that may impersonate legitimate investment advisers. Never share personal information or transfer funds without verifying the professional’s registration status.

For questions or concerns, contact the Financial Industry Regulatory Authority (FINRA) directly or visit www.finra.org.