AXOS INVEST, INC
CRD #150953 SEC #801-79951 LAS VEGAS, NV 858-376-6055
SEC Registered
Total AUM
$147M
Discretionary
$147M
Employees
13
Clients
--
Accounts
9,625
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $147M | $147M | $0 | 13 | 0 |
| Jun 2025 | $147M | $147M | $0 | 13 | 0 |
| Mar 2025 | $147M | $147M | $0 | 13 | 0 |
| Jan 2025 | $143M | $143M | $0 | 13 | 0 |
| Jul 2024 | $143M | $143M | $0 | 13 | 0 |
| Jul 2024 | $143M | $143M | $0 | 13 | 0 |
| Mar 2024 | $143M | $143M | $0 | 13 | 0 |
| Jun 2023 | $154.5M | $154.5M | $0 | 11 | 0 |
| Mar 2023 | $154.5M | $154.5M | $0 | 11 | 0 |
| Feb 2023 | $209.4M | $209.4M | $0 | 15 | 0 |
| Feb 2023 | $209.4M | $209.4M | $0 | 15 | 0 |
| Nov 2022 | $209.4M | $209.4M | $0 | 15 | 0 |
| Mar 2022 | $209.4M | $209.4M | $0 | 15 | 0 |
| Mar 2021 | $204.6M | $204.6M | $0 | 19 | 0 |
| Feb 2021 | $204.6M | $204.6M | $0 | 19 | 0 |
| Jul 2020 | $206.1M | $206.1M | $0 | 19 | 0 |
| Jun 2020 | $206.1M | $206.1M | $0 | 19 | 0 |
| Mar 2020 | $206.1M | $206.1M | $0 | 19 | 0 |
| Dec 2019 | $178.7M | $178.7M | $0 | 10 | 0 |
| Oct 2019 | $178.7M | $178.7M | $0 | 10 | 0 |
| Aug 2019 | $178.7M | $178.7M | $0 | 10 | 0 |
| Jun 2019 | $178.7M | $178.7M | $0 | 10 | 0 |
| Mar 2019 | $178.7M | $178.7M | $0 | 10 | 0 |
| Mar 2018 | $152.6M | $152.6M | $0 | 11 | 24,016 |
| Feb 2018 | $152.6M | $152.6M | $0 | 11 | 24,016 |
| Dec 2017 | $136M | $136M | $0 | 11 | 24,016 |
| Aug 2017 | $94.4M | $94.4M | $0 | 11 | 23,000 |
| Mar 2017 | $94.4M | $94.4M | $0 | 21 | 23,000 |
| Mar 2016 | $49M | $49M | $0 | 17 | 10,400 |
| Nov 2015 | $35.4M | $35.4M | $0 | 15 | 7,500 |
| Oct 2015 | $35.4M | $35.4M | $0 | 15 | 7,500 |
| Sep 2015 | $35.4M | $35.4M | $0 | 15 | 7,500 |
| Jul 2015 | $35.4M | $35.4M | $0 | 15 | 7,500 |
| Mar 2015 | $21.1M | $21.1M | $0 | 12 | 3,100 |
| Jan 2015 | $20.3M | $20.3M | $0 | 5 | 900 |
| Dec 2014 | $20.3M | $20.3M | $0 | 5 | 900 |
| Dec 2014 | $20.3M | $20.3M | $0 | 5 | 900 |
| Dec 2014 | $20.3M | $20.3M | $0 | 5 | 900 |
| Dec 2014 | $20.3M | $20.3M | $0 | 5 | 900 |
| Nov 2014 | $20.3M | $20.3M | $0 | 5 | 900 |
| Jun 2014 | $13.8M | $13.8M | $0 | 5 | 11 |
DateNov 2025
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees13
Clients0
DateJun 2025
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees13
Clients0
DateJan 2025
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees13
Clients0
DateJul 2024
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees13
Clients0
DateJul 2024
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees13
Clients0
DateJun 2023
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees11
Clients0
DateFeb 2023
Total AUM$209.4M
Discretionary$209.4M
Non-Disc.$0
Employees15
Clients0
DateFeb 2023
Total AUM$209.4M
Discretionary$209.4M
Non-Disc.$0
Employees15
Clients0
DateNov 2022
Total AUM$209.4M
Discretionary$209.4M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$209.4M
Discretionary$209.4M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$204.6M
Discretionary$204.6M
Non-Disc.$0
Employees19
Clients0
DateFeb 2021
Total AUM$204.6M
Discretionary$204.6M
Non-Disc.$0
Employees19
Clients0
DateJul 2020
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees19
Clients0
DateJun 2020
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees19
Clients0
DateDec 2019
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees10
Clients0
DateOct 2019
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees10
Clients0
DateAug 2019
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees10
Clients0
DateJun 2019
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$152.6M
Discretionary$152.6M
Non-Disc.$0
Employees11
Clients24,016
DateFeb 2018
Total AUM$152.6M
Discretionary$152.6M
Non-Disc.$0
Employees11
Clients24,016
DateDec 2017
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees11
Clients24,016
DateAug 2017
Total AUM$94.4M
Discretionary$94.4M
Non-Disc.$0
Employees11
Clients23,000
DateMar 2017
Total AUM$94.4M
Discretionary$94.4M
Non-Disc.$0
Employees21
Clients23,000
DateMar 2016
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees17
Clients10,400
DateNov 2015
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees15
Clients7,500
DateOct 2015
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees15
Clients7,500
DateSep 2015
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees15
Clients7,500
DateJul 2015
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees15
Clients7,500
DateMar 2015
Total AUM$21.1M
Discretionary$21.1M
Non-Disc.$0
Employees12
Clients3,100
DateJan 2015
Total AUM$20.3M
Discretionary$20.3M
Non-Disc.$0
Employees5
Clients900
DateDec 2014
Total AUM$20.3M
Discretionary$20.3M
Non-Disc.$0
Employees5
Clients900
DateDec 2014
Total AUM$20.3M
Discretionary$20.3M
Non-Disc.$0
Employees5
Clients900
DateDec 2014
Total AUM$20.3M
Discretionary$20.3M
Non-Disc.$0
Employees5
Clients900
DateDec 2014
Total AUM$20.3M
Discretionary$20.3M
Non-Disc.$0
Employees5
Clients900
DateNov 2014
Total AUM$20.3M
Discretionary$20.3M
Non-Disc.$0
Employees5
Clients900
DateJun 2014
Total AUM$13.8M
Discretionary$13.8M
Non-Disc.$0
Employees5
Clients11