RIA Intel›Advisers›California›AXIS CAPITAL MANAGEMENT, LLC

AXIS CAPITAL MANAGEMENT, LLC

Advisory

HERMOSA BEACH, CA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in CA
#4,426
of 5,480 advisers by AUM
Average account
$752K
across 21 accounts
AUM per adviser
$16M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$16M
Discretionary %
100%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

REHOBOTH FINANCIAL PLANNING, INC.
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$16M
OWENS INVESTMENT ADVISORS LLC
$16M
J. WARD FINANCIAL SERVICES, LLC
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$16M
HIGHGATE FINANCIAL PARTNERS LLC
WESTLAKE VILLAGE, CA
$16M
TRACTION WEALTH MANAGEMENT, LLC
$16M
PUTMAN CAPITAL MANAGEMENT, INC.
TORRANCE, CA
$16M

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