AXECAP INVESTMENTS, LLC
Legal name: 365 WEALTH MANAGEMENT GROUP
CRD #314674 SEC #801-126521 MASON, OH 513-880-0002
SEC Registered
Total AUM
$183.2M
Discretionary
$171.8M
Employees
8
Clients
0
Accounts
1,046
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $183.2M | $171.8M | $11.3M | 8 | 0 |
| Mar 2025 | $183.2M | $171.8M | $11.3M | 8 | 0 |
| Oct 2024 | $150M | $128.6M | $21.4M | 8 | 0 |
| Jul 2024 | $150M | $128.6M | $21.4M | 8 | 0 |
| Mar 2024 | $150M | $128.6M | $21.4M | 8 | 0 |
| Mar 2023 | $144.3M | $114.8M | $29.4M | 7 | 0 |
| Aug 2022 | $125.8M | $103.1M | $22.8M | 7 | 0 |
DateApr 2025
Total AUM$183.2M
Discretionary$171.8M
Non-Disc.$11.3M
Employees8
Clients0
DateMar 2025
Total AUM$183.2M
Discretionary$171.8M
Non-Disc.$11.3M
Employees8
Clients0
DateOct 2024
Total AUM$150M
Discretionary$128.6M
Non-Disc.$21.4M
Employees8
Clients0
DateJul 2024
Total AUM$150M
Discretionary$128.6M
Non-Disc.$21.4M
Employees8
Clients0
DateMar 2024
Total AUM$150M
Discretionary$128.6M
Non-Disc.$21.4M
Employees8
Clients0
DateMar 2023
Total AUM$144.3M
Discretionary$114.8M
Non-Disc.$29.4M
Employees7
Clients0
DateAug 2022
Total AUM$125.8M
Discretionary$103.1M
Non-Disc.$22.8M
Employees7
Clients0