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AXXES ADVISORS LLC
CRD 318039File 801-126433
APPROVED
Disclosure events
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$100K
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $100K
Clients
1
1 accounts
Employees
10
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 6, 2022
- Principal office
- 3011 PONCE DE LEON BLVD, SUITE 1420, CORAL GABLES, FL, 33134
- Phone
- 800-684-1006
- Website
- http://www.axxescapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $100K
- Discretionary AUM
- $0
- Non-discretionary AUM
- $100K
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- $100K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $100K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E1
- Q11E2
- Q11E3
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 16 | 10 | decreased by6 |
| May 1, 2026 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 16 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $100,000 | increased by$100,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 1 | increased by1 |
| Sep 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AXXES ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AXXES ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.