Axient Investment Advisors Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 336722
· SEC file 801-134453
· Huntsville, AL
· www.axientadvisors.com
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ADV data as of Mar 12, 2026
- Regulatory AUM
- $454M
- Discretionary
- $454M
- Clients
- 768
- Avg AUM / client
- $591K
- Accounts
- 1,135
- Employees
- 18
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 478 | $109M | 24.0% |
| High net worth individuals | 271 | $327M | 72.1% |
| Pension and profit sharing plans | 2 | $8.7M | 1.92% |
| Charitable organizations | 6 | $4.7M | 1.03% |
| Corporations and other businesses | 11 | $4.2M | 0.93% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Brian Walls | Registered representative | Nov 2025 (1y) | ||
| Jacob Hampton Adams | Registered representative | Jan 2026 (1y) | ||
| Stuart Daniel Bridges | Registered representative | Feb 2026 (0y) | ||
| Charles Michael Jones | Registered representative | Feb 2026 (0y) | ||
| John W Pylant | Registered representative | CFP | Feb 2026 (0y) | |
| Allison Brown Nielsen | Registered representative | Feb 2026 (0y) | ||
| Mark Eric Saunders | Registered representative | Feb 2026 (0y) | ||
| Mystie Denae Mcglone | Registered representative | Feb 2026 (0y) | ||
| James Ralph Cunningham | Registered representative | Feb 2026 (0y) | ||
| Joseph A. Gallagher | Registered representative | Feb 2026 (0y) | ||
| James Gamble Mc Crary | Registered representative | Feb 2026 (0y) | ||
| Allen G Wall | Registered representative | Feb 2026 (0y) | ||
| John Francis Calvano | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Pershing $1.7M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗