Axcent Private Capital, LLC
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Learn more about Axcent Private Capital, LLC
Overview
Axcent Private Capital, LLC is a financial advisor company based in Englewood, Colorado. The company handles $6.8 million in total assets over two client accounts. The company has a small group, including 2 financial advisors. Axcent Private Capital, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like bonds, options and stocks.
Axcent Private Capital, LLC manages all of the company's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell choices without requiring the client's permission. The advisory firm's average account size is $3.4 million. The typical advisor at Axcent Private Capital, LLC manages around one client account, placing it among the most personalized advisor firms in the country.
Axcent Private Capital, LLC's central office is at 9635 Maroon Circle, Englewood, Colorado 80112. It is legally allowed to provide services to investors in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Axcent Private Capital, LLC by the Numbers
$6.8 million
2
2
$3.4 million
Fee Structure
Financial advisory fees largely vary depending on the type of financial services provided. Fees charged by the firm can be comprised of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm provides services to pooled investment vehicles. Out of its two clients, Axcent Private Capital, LLC's biggest client group by number of accounts is pooled investment vehicles. None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Axcent Private Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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