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AXOS INVEST, INC
CRD 150953File 801-79951
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$150.8M
Bottom 25% of cohort (national)
Discretionary AUM
$150.8M
Clients
6,792
6,794 accounts
Employees
13
Bottom 25% of cohort in NV
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 25, 2014
- Principal office
- 9205 W RUSSELL ROAD, SUITE 400, LAS VEGAS, NV, 89148
- Phone
- 858-376-6055
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $150.8M
- Discretionary AUM
- $150.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,794
- Non-discretionary accounts
- 0
- Total accounts
- 6,794
- AUM per client
- $22K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $3.3M |
| Individuals (other than high net worth individuals) | 6,792 | $147.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.