SEC-Registered · Fee-Only Fiduciary · Est. 2006

Precision
returns. No noise.

Axiom Capital Group is an independent registered investment advisor deploying data-driven, risk-adjusted strategies for high-net-worth investors, family offices, and institutions across the United States.

[ View Strategies ] [ Schedule a Call ]
✓ 100% Fiduciary ✓ SEC Registered · CRD #198432 ✓ SIPC Protected ✓ FINRA Member
// Live Market Data LIVE
S&P 500 — SPX 5,234
Index ▲ +31.2 (+0.60%)
NASDAQ — COMP 16,428
Index ▲ +142.6 (+0.87%)
DJIA 39,118
Index ▼ −47.3 (−0.12%)
US 10Y Treasury 4.32%
Bond Yield ▼ −0.03
Gold Spot — XAU $2,341
Commodity ▲ +9.4 (+0.40%)
// AUM
$5.8B
Assets under management
// Net Return (10Y)
18.6%
Annualized, net of fees
// Clients
3,200+
Active relationships
// Track Record
19yrs
Consistent alpha generation
AAPL$196.42▲ +1.7%
MSFT$415.20▲ +0.9%
NVDA$875.50▲ +3.4%
GOOGL$172.30▲ +1.2%
SPY$523.18▲ +0.6%
GLD$221.40▲ +0.4%
TLT$91.24▼ −0.5%
BRK.B$406.85▲ +0.3%
QQQ$448.70▲ +1.4%
JPM$208.45▲ +0.7%
VNQ$86.42▲ +0.5%
WTI OIL$82.14▼ −0.8%
AAPL$196.42▲ +1.7%
MSFT$415.20▲ +0.9%
NVDA$875.50▲ +3.4%
GOOGL$172.30▲ +1.2%
SPY$523.18▲ +0.6%
GLD$221.40▲ +0.4%
TLT$91.24▼ −0.5%
BRK.B$406.85▲ +0.3%
QQQ$448.70▲ +1.4%
JPM$208.45▲ +0.7%
VNQ$86.42▲ +0.5%
WTI OIL$82.14▼ −0.8%
About the Firm

Nineteen years of
disciplined alpha.

Founded in New York City in 2006 by a team of former Goldman Sachs and Federal Reserve economists, Axiom Capital Group operates on one axiom: risk-adjusted returns beat raw performance, every single time.

Axiom HQ
// AUM Growth Since Inception
+14,400%

We are a deliberately concentrated firm — 3,200 clients, 140 professionals, $5.8 billion in assets. Our refusal to grow beyond what we can manage with precision is not a constraint; it is a competitive advantage.

Our investment process is built on quantitative rigor, macro insight, and behavioral finance discipline. We do not chase narratives. We follow data, probability distributions, and the long-term compounding mathematics that create real generational wealth.

Every client is assigned a dedicated senior advisor and supported by a full research team. We are fee-only, fiduciary-bound, and completely conflict-free.

[01]
Pure Fee-Only FiduciaryWe charge no commissions, take no referral fees, accept no revenue from product providers. Our only incentive is your returns.
[02]
Quantitative + QualitativeProprietary factor models and AI-driven screening combined with rigorous fundamental analysis from our 24-person research team.
[03]
Institutional-Grade AccessPrivate equity, private credit, infrastructure, and structured products normally reserved for endowments and sovereign funds.
$5.8B
// Assets Managed
Across all mandates
18.6%
// 10-Year Net Return
vs S&P 500 avg 12.8%
98%
// Retention Rate
5-year consecutive metric
140+
// Professionals
CFA, CPA, JD, PhD
What We Do

Full-spectrum
wealth solutions.

Six integrated service lines, each engineered for precision and maximum tax efficiency.

01
◈

Wealth Management

Holistic coordination of your entire financial picture — investments, tax strategy, estate planning, insurance review, and cash flow optimization — under one roof, one plan, one advisor.

Enquire
02
▲

Portfolio Management

Actively managed portfolios across US equities, international markets, investment-grade and high-yield fixed income, real assets, and structured alternatives within a disciplined risk framework.

Enquire
03
⬡

Private Markets

Exclusive access to institutional private equity, private credit, infrastructure, and direct co-investment opportunities. Accredited and qualified purchaser mandates from $1M minimum.

Enquire
04
◆

Retirement Planning

IRA and 401(k) optimization, Roth conversion laddering, Social Security timing, pension coordination, and Monte Carlo-modeled withdrawal strategies built to last your lifetime.

Enquire
05
□

Real Estate Investing

Access to institutional commercial real estate via our private REIT vehicles, direct co-investment deals, and 1031 exchange coordination. Inflation protection and stable income without operational burden.

Enquire
06
◎

Estate & Tax Planning

Advanced trust structures, charitable giving vehicles (DAF, CLAT, CRT), business succession planning, and multi-generational wealth transfer — coordinated with your estate attorney and CPA.

Enquire
Live Markets

Real-time
market intelligence.

Monitored 24/7 by our trading desk and research analysts across all major asset classes.

// S&P 500 Index — SPX
1D
1W
1M
YTD
5Y
5,234
▲ +31.2 pts (+0.60%)
A
AAPL
Apple Inc.
$196.42
+1.7%
M
MSFT
Microsoft
$415.20
+0.9%
N
NVDA
NVIDIA Corp.
$875.50
+3.4%
Au
GLD
Gold Spot
$2,341
+0.4%
T
TLT
20Y Treasury
$91.24
−0.5%
VQ
VNQ
Real Estate ETF
$86.42
+0.5%
J
JPM
JP Morgan
$208.45
+0.7%
Track Record

2024 performance
by asset class.

Full-year 2024 returns, net of all advisory fees. Past performance does not guarantee future results.

US Large Cap Equities+26.3%
Investment Grade Bonds+9.1%
Private Real Estate (REIT)+18.7%
Gold & Precious Metals+13.5%
International Developed Mkt+14.8%
Private Equity+22.4%
Infrastructure & Real Assets+17.2%
Structured Income Products+15.9%
Investment Strategies

Four mandates.
One objective: alpha.

01
Capital Preservation
8–11% Target
02
Balanced Growth
13–17% Target
03
Growth Equity
18–24% Target
04
Private Markets Alpha
22–35% Target
Strategy
Capital Preservation

Designed for capital preservation with predictable income. Allocated primarily in US Treasuries, investment-grade corporates, municipal bonds, and dividend aristocrats. Low correlation to equity volatility. Suitable for retirees and pre-retirement investors.

8–11%
Target Return
Low
Risk Level
$250K
Minimum
[ Open Account ]
The People

The minds behind
your returns.

Marcus Webb
Marcus Webb
// Founder & CEO
Former MD at Goldman Sachs, 28 years in markets. CFA charterholder. Wharton MBA. Architect of Axiom's quantitative alpha framework.
Dr. Elaine Park
Dr. Elaine Park
// Chief Investment Officer
PhD Economics, MIT. Former Federal Reserve senior economist. Expert in factor investing and macro regime detection models.
James Okafor
James Okafor
// Head of Quantitative Research
Columbia CS + Statistics. Previously BlackRock Systematic. Leads Axiom's 18-person quant team and AI-driven portfolio optimization platform.
Sarah Kline
Sarah Kline
// Head of Client Advisory
15 years at Morgan Stanley and UBS Wealth. Specialist in family office structure, philanthropic strategy, and multi-generational planning.
Client Feedback

What our clients
actually say.

"
★★★★★

Axiom's discipline during the 2022 bear market was extraordinary. While my friends lost 30–40%, my portfolio was down 11%. That asymmetric protection compounded over 8 years has been transformational for my family's wealth.

R
Robert H.
// Retired CFO · Dallas, TX
"
★★★★★

Post-IPO, I had significant capital and zero framework for managing it. Axiom delivered an integrated tax, estate, and investment plan within three weeks. My after-tax returns have far exceeded expectations. I recommend them without reservation.

K
Karen L.
// Tech Founder · San Francisco, CA
"
★★★★★

As a physician, I have zero time for financial complexity. Axiom handles everything — and I mean everything. Annual performance reviews, tax optimization, estate updates. I check in quarterly and the rest just works. 22% net return last year.

D
Dr. Sarah M.
// Surgeon & Investor · Boston, MA
Our History

Nineteen years.
One mission.

2006
Founded
Axiom Capital Group Established

Marcus Webb and two Federal Reserve colleagues launch Axiom in New York. Thesis: data-driven, fee-only RIA will outperform conflict-ridden wire-houses over any full market cycle. Seed AUM: $45M.

2009
Milestone
Navigated 2008 Crisis — Client Drawdown 14% vs. Market −38%

Risk models built for crisis environments delivered on their promise. AUM doubled in 18 months as clients fled conflicted advisors. Expanded to San Francisco.

2015
Expansion
$1B AUM & Quant Platform Launch

Crossed $1B milestone. Launched proprietary factor-based screening platform. First RIA to deploy large-language models for investment memo drafting and risk scenario analysis.

2019
Growth
Private Markets Fund I — $400M Raise

Launched Axiom Private Equity Fund I, giving qualified clients institutional PE access. Offices opened in Miami and Chicago. AUM reaches $3.2 billion.

2022
Resilience
Best Year in Relative Terms

Worst bond market since 1981. Axiom's active duration management and commodity tilt limited balanced portfolio drawdown to 9.4% vs. 60/40 benchmark −16.1%. Net client inflows: $800M.

2025
Today
$5.8B AUM · Forbes Top 100 RIA

Named Forbes Top 100 RIA for third consecutive year. Barron's Top 500 Advisors. 3,200+ clients, 140 professionals, 5 US offices. Launched Axiom Real Assets Fund II.

FAQ

Straight answers to
hard questions.

What is the minimum investment?
+
Our Capital Preservation and Balanced Growth mandates start at $250,000 and $500,000 respectively. Growth Equity requires $750,000. Private Markets Alpha requires $1,000,000 and accredited/qualified purchaser status. We also offer a digital-first Axiom Starter Portfolio from $50,000 for investors building toward our full-service threshold.
Are you a fiduciary, and how are you compensated?
+
Axiom is a 100% fee-only SEC-registered RIA operating under the fiduciary standard at all times. We charge an annual advisory fee of 0.75%–1.20% of AUM with breakpoints at $500K, $1M, $3M, and $10M+. We accept zero commissions, zero referral fees, and zero compensation from any product provider. Our sole financial incentive is the growth of your assets.
Where is my money held and how is it protected?
+
All client assets are custodied at Fidelity Institutional or Charles Schwab — entirely separate from Axiom's accounts. Axiom never takes custody of client funds. Accounts carry SIPC insurance up to $500,000 per account and both custodians maintain substantial private excess-SIPC coverage. We are examined annually by the SEC and carry full E&O and cyber liability insurance.
Can I withdraw my funds at any time?
+
Yes, for standard managed accounts. Withdrawals can be initiated at any time; settlement typically takes 2–5 business days. Private market investments (PE, private REIT) carry lockup periods of 5–10 years, disclosed fully before commitment. We model every client's liquidity needs carefully to ensure you always have accessible capital for planned and emergency use.
How does Axiom minimize my tax burden?
+
Tax efficiency is embedded in every portfolio decision. Our process includes year-round tax-loss harvesting, strategic asset location across taxable and tax-advantaged accounts, long-term gain orientation, municipal bond strategies for high-bracket clients, and opportunistic Roth conversion analysis. We coordinate directly with your CPA and estate attorney throughout the year.
What does onboarding look like?
+
Step 1: Free 30-minute discovery call. Step 2: Comprehensive financial planning session (1–2 hrs). Step 3: We deliver a bespoke Investment Policy Statement and portfolio proposal. Step 4: Account opening and ACAT transfer — 3–5 business days. Step 5: Quarterly reviews, annual plan updates, and proactive advisor outreach throughout the year.
Partners & Licenses

Custodians &
credentials.

FIDELITY
SCHWAB
BLACKROCK
VANGUARD
JP MORGAN
PERSHING
// SEC Registered · CRD #198432
// FINRA Member
// SIPC Protected
// Forbes Top 100 RIA 2024
// Barron's Top 500
// NAPFA Fee-Only
// ISO 27001 Certified

Ready to build
real wealth?

Schedule a complimentary 30-minute discovery call. No obligation, no sales pressure — just precise, data-driven guidance on your financial future.

[ Schedule a Call ] [ View Strategies ]
No obligation 100% fiduciary Response within 1hr
// Get in Touch

Talk to a
Senior Advisor

Our team responds within one business hour. No junior sales staff — your first call is always with a licensed, senior investment professional.

// Headquarters
One World Trade Center, Suite 8500
New York, NY 10007
// Offices
San Francisco · Miami · Chicago · Dallas
// Phone
+1 (800) 729-4266
// Email
invest@axiomcapital.com
// Hours
Mon–Fri 8 AM – 7 PM ET
intwyt
// Open a Conversation

// Axiom Capital Group LLC is a registered investment advisor with the US Securities and Exchange Commission, CRD #198432. Registration does not imply any particular level of skill or training. Past performance is not indicative of future results. All investments involve risk including possible loss of principal. Performance figures shown are net of advisory fees but gross of underlying fund or custodial expenses. The S&P 500 is an unmanaged index; its returns do not reflect advisory fees or transaction costs. Please review Form ADV Part 2A and all applicable disclosures prior to investing. Securities held in custody at Fidelity Institutional Wealth Services and Charles Schwab & Co. SIPC member.