RIA IntelAdvisersVirginiaALEXIS ADVISORS, LLC

ALEXIS ADVISORS, LLC

Advisory

VA

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in VA
#514
of 588 advisers by AUM
Average account
$281K
across 236 accounts
AUM per adviser
$33M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$66M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$66M
Discretionary AUM$66M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients91
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

VISION WEALTH PLANNING, LLC
GLEN ALLEN, VA
$66M
TONER ASSET MANAGEMENT GROUP, INC.
VIRGINIA BEACH, VA
$66M
-45.1% 1Y
MASSIE FINANCIAL PLANNING INC.
ALEXANDRIA, VA
$66M
BULL BEAR INVESTMENT MANAGEMENT LLC
RESTON, VA
$67M
-28.3% 1Y
PERSONAL FINANCIAL EXPERIENCES, LLC
$67M
CAPES CAPITAL MANAGEMENT, INC.
NORFOLK, VA
$66M
-2.2% 1Y

Get the full picture on ALEXIS ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ALEXIS ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans