AXOS INVEST, INC
B59
CRD 150953·SEC 801-79951·LAS VEGAS, NV
AUM
$150.8M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$452K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $178.7M
'21 · $206.1M
'22 · $204.6M
'23 · $209.4M
'25 · $147.0M
'26 · $150.8M
'20'26
$178.7M → $150.8M▼ -16%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 7 advisors
'25 · 10 advisors
'26 · 10 advisors
'20'26
3 advisors → 10 advisors▲ +233%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
9205 W RUSSELL ROADSTE 400LAS VEGAS, NV 89148
Business
9205 W RUSSELL ROADSTE 400LAS VEGAS, NV 89148
Edgar Recent Filings
13F-HR2026-05-12 · 0002042928-26-000002
13F-HR2026-01-23 · 0002042928-26-000001