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MAXIM CAPITAL GROUP, LLC
CRD 288321File 801-112998
APPROVED
Custody
Filing as of Apr 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.19B
Top 25% of cohort (national)
Discretionary AUM
$2.15B
Non-discretionary $43.4M
Clients
20
20 accounts
Employees
19
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 27, 2018
- Principal office
- 600 MADISON AVENUE, 17TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-327-2555
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.19B
- Discretionary AUM
- $2.15B
- Non-discretionary AUM
- $43.4M
- Discretionary accounts
- 19
- Non-discretionary accounts
- 1
- Total accounts
- 20
- AUM per client
- $109.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 5 | $478.4M |
| Pooled investment vehicles | 15 | $1.71B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ORIGINATION; EXTENSION; LOAN SERVICING; MONITORING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.