SourcingSourcing

AXIENT INVESTMENT ADVISORS LLC

C45
CRD 336722·SEC 801-134453·HUNTSVILLE, AL
AUM
$454.0M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AXIENT INVESTMENT ADVISORS LLC
CRD
336722
SEC file #
801-134453
EIN
—
DBA names
—

Economics

AUM
$454.0M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other478
Individuals High Net Worth271
Corporations11
Charitable Organizations6
Pension Profit Sharing Plans2

Operations

Employees (total)
18
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'25'26
8 advisors → 12 advisors▲ +50%
Primary office
HUNTSVILLE AL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
axientadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRIDGES, STUART, DANIEL
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
BRIDGES, STUART, DANIEL
CUNNINGHAM, JAMES, RALPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AXIENTADVISORS.COM
Rdap Domain Creation Date
2025-04-14T16:33:59Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4059
Soi Zip Pct 200k Plus
0.1864
Soi Zip Returns 200k Plus
1970
Soi Zip Total AGI
1,657,111
Fdic Zip Total Deposits
103,789,909,000
Fdic Zip Branch Count
717
Fdic Zip Top Banks
Regions Bank
Compass Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
12
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
First Alabama BankHuntsville, AL
First Alabama BankHuntsville, AL
Fdic Zip HHI
716.66
Fdic Zip Top Bank Share Pct
19.77
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-14T16:33:59Z
Rdap Domain Last Changed
2025-04-14T16:34:00Z
Rdap Nameservers
Ns59.domaincontrol.comNs60.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI26,539
Returns2,180
Stub 2
AGI65,149
Returns1,760
Stub 3
AGI82,343
Returns1,330
Soi Zip Total Business Income
62,353
Soi Zip Total Cap Gains
172,935
Soi Zip Total Dividends
57,648
Soi Zip Total Returns
10,570
Top Owner CRD
2241375
Trust Company Affiliate
No

People (13)

13
JONES, CHARLES, MICHAEL
IAR · Direct Owner · 17.5%
4254460
PYLANT, JOHN, W
IAR · Direct Owner · 17.5%
5594047
BRIDGES, STUART, DANIEL
IAR · Direct Owner · 17.5%
2241375
SAUNDERS, MARK, ERIC
IAR · Direct Owner · 17.5%
2380727
GALLAGHER, JOSEPH, A.
IAR · Direct Owner · 17.5%
4676228
CUNNINGHAM, JAMES, RALPH
IAR · Direct Owner · 17.5%
2465665
WALL, ALLEN, G
IAR · Direct Owner · 17.5%
4838769
Walls, Timothy, Brian
IAR · Executive Officer · 2.5%
4470781
James Gamble McCrary
IAR
8094448
MYSTIE DENAE MCGLONE
IAR
5763643
ALLISON BROWN NIELSEN
IAR
6339400
JOHN FRANCIS CALVANO
IAR
1717560
Jacob Hampton Adams
IAR
7123327