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AXECAP INVESTMENTS, LLC

Doing business as 365 WEALTH MANAGEMENT GROUP. SEC Form ADV profile.

Total regulatory AUM
$186,625,957
Discretionary
$185,425,688
Non-discretionary
$1,200,269

Firm details

CRD number
314674
SEC file number
801-126521
Main office
MASON, OH, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Performance-based

As of October 2026.