Axos Invest, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 27, 2026, reports $151M in regulatory assets under management, 13 employees, 1 office, and 6,794 accounts.
Assets Under Management
$151M
Employees
13
Offices
1 office
Total Clients
6,792
Primary office
LAS VEGAS, NV
9205 W RUSSELL ROAD, SUITE 400, LAS VEGAS, NV, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
6,792
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of March 27, 2026
Discretionary100.0%
$151M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$151M
Total Accounts6,794
10Y AUM Change+$56M (+59.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee522:1
10Y Employee Change-8 (-38.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.