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| Axiom Investment Management LLC
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|---|---|
| CRD # | 141516 |
| SEC # | 801-67131 |
| CIK # | 0001819732, 0001513703, 0001566265 |
| AUM | 236.8 M (2026-04-15) |
| Employees | 10 (40% Investors, 90% Brokers) |
| Phone | 212-521-3800 |
| Address | 350 Fifth Avenue New York, NY 10118 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001819732 0001513703 0001566265 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Union Pacific Corp | 9.2 | ||
| Apple Inc | 7.4 | ||
| Quanta Services Inc | 4.0 | ||
| M&T Bank Corp | 3.8 | ||
| Microsoft Corp | 3.1 | ||
| Honeywell International Inc | 3.1 | ||
| Barrick Gold Corp | 2.8 | ||
| Nvidia Corp | 2.5 | ||
| SPDR Gold Trust | 2.4 | ||
| Micron Technology Inc | 2.4 | ||
| Omnicom Group Inc | 2.4 | ||
| MercadoLibre Inc | 2.2 | ||
| Corning Inc /NY | 1.8 | ||
| Energy Transfer Equity LP | 1.8 | ||
| Enterprise Products Partners L P | 1.7 | ||
| United Technologies Corp /DE/ | 1.7 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Lockheed Martin Corp | 1.6 | ||
| Huntington Ingalls Industries Inc | 1.5 | ||
| MYR Group Inc | 1.4 | ||
| Progressive Waste Solutions Ltd | 1.4 | ||
| Lilly Eli & Co | 1.3 | ||
| Cisco Systems Inc | 1.3 | ||
| Citigroup Inc | 1.3 | ||
| General Dynamics Corp | 1.3 | ||
| Alphabet Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 201 | 176.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.7 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 54.3 |
| (n) Other | 0 | 0.0 |
| Total | 214 | 236.8 |
| By Discretionary | ||
| Discretionary | 214 | 236.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 214 | 236.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 232.3 | |
| Total | 214 | 236.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001513703] | |
| 10-K | [0001566265] | |
| 10-Q | [0001566265] | |
| 3 | [0001566265] | |
| 8-K | [0001566265] | |
| SC 13G | [0001566265] | |
| D | [0001819732] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Old Main Capital LLC | Axiom Corp | [2016-03-04] |
| Bluestem Advisors LLC | Axiom Corp | [2016-03-04] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 2 (3 non-US) |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Axiom Corp | |
| Hilton Andrew | |
| Macrae Scott William | |
| Pearson Tyler |
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|---|---|---|
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Capital Financial Group Inc
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CO | 237.4 M |
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Redemption Capital Partners LLC
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TX | 237.3 M |
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North American Wealth Advisors Inc
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MN | 237.3 M |
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Cambridge Wealth Advisors LLC
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Clarity Wealth Management LLC
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Your Private Client Group Inc
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Spectrum Financial Inc
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VA | 236.5 M |
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Schamberger Greylak & Utterback Wealth Management LLC
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WI | 236.4 M |
|
Castle Wealth Planning LLC
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|
CA | 236.4 M |
|
Lanier Financial Group LLC
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|
GA | 236.2 M |