Investment adviser · CRD 150953
AXOS INVEST, INC
Investment adviser filing (IA)
LAS VEGAS, NV, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $151M Form ADV · Item 5.F
- Client accounts
- 6,794 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 6,792 | $147,499,229 | 97.8% |
| High-net-worth individuals | Fewer than 5 | $3,263,290 | 2.2% |
Filing source
Form ADV 2072209 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
9205 W RUSSELL ROAD, SUITE 400LAS VEGAS, NV, 89148, United States
CRD 150953
Filing source
Form ADV 2072209 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.