Axecap Investments, LLC
Axecap Investments, LLC, doing business as 365 Wealth Management Group, is a registered investment adviser headquartered in Mason, Ohio, USA. Founded in 2021, the firm provides investment advisory and asset management services to individuals, high net worth individuals, and institutional clients such as pensions and profit sharing plans. Axecap is wholly owned by founder William M. Haase. The firm operates with a client-first fiduciary approach and offers both traditional asset management and Turnkey Asset Management Platform (TAMP) services. Employee count is not explicitly disclosed.
Investment Strategy
Axecap Investments (365 Wealth Management Group) offers asset management services that begin with a thorough assessment of each client’s financial status, risk tolerance, and investment goals. The firm provides customized portfolio advice and may recommend other advisors or investment models suited to client needs. Its approach includes advisory services for 401(k) and retirement plans. For accounts above $3 million, the firm utilizes a performance-based fee structure with a high-watermark rule, aligning its compensation with client success. Investment strategies include exposure to both domestic and international securities to capitalize on global growth opportunities, with portfolios that may include government-issued fixed income and equities.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TMUS | T-MOBILE US INC | 4.51% | $6.9M | 29,047 | $219.08 | $238.26 | +$1.3M |
P PANW | PALO ALTO NETWORKS INC | 4.32% | $6.6M | 32,403 | $195.91 | $204.64 | +$5.2M |
F FTNT | FORTINET INC | 4.26% | $6.5M | 61,830 | $97.75 | $105.72 | +$1.5M |
F FFIV | F5 INC | 4.11% | $6.3M | 21,442 | $294.32 | $294.32 | +$6.3M |
T TRGP | TARGA RES CORP | 3.69% | $5.7M | 32,510 | $157.67 | $174.08 | +$1.4M |