You're signed outSign in or to get full access.
Axim Planning & Wealth
Axim Planning & Wealth is an independent registered investment adviser headquartered in Springboro, Ohio. The firm specializes in financial planning and wealth management services, emphasizing personalized retirement planning for individuals and families. Axim is led by Matt Jadwisiak, who founded the practice to help clients achieve financial security in retirement through custom-built plans. The team includes experienced advisors like Brett Loftis and Casey Stevenson, and the firm employs a client-centric, holistic approach. The company was founded after Jadwisiak’s early work in financial services and currently serves clients seeking individualized strategies for financial independence in retirement. The employee count is estimated at under 10 based on team profiles and public information.
Investment Strategy
Axim Planning & Wealth takes a distinctly personalized approach to investment and retirement planning. Rather than offering generic 'cookie-cutter' solutions, the firm crafts custom financial blueprints tailored to each client's unique needs and goals. The investment philosophy prioritizes holistic planning, portfolio diversification, and disciplined approaches to managing and protecting wealth as clients prepare for and enter retirement. Advisors intentionally challenge industry norms, advocating on behalf of the client and focusing on practical, transparent strategies to help clients achieve long-term financial security and independence.
Latest 13F Filing Activity
Axim Planning & Wealth filed their most recent 13F report on Jun 30, 2025 disclosing 68 equity positions with a total 13F market value of $109M. The fund increased holdings in Agf Invts TR, Costco WHSL Corp. New, Ishares TR among other positions. Axim Planning & Wealth reduced exposure to Ehang HLDGS LTD, Cintas Corp., Hancock John PFD Income FD I among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EH | EHANG HLDGS LTD | 69.77% | $76.4M | 4,398,242 | $11.89 | $17.36 | -$15.4M |
H HPF | HANCOCK JOHN PFD INCOME FD I | 4.65% | $5.1M | 322,058 | $16.90 | $15.81 | -$448.0K |
C CLF | CLEVELAND-CLIFFS INC NEW | 1.67% | $1.8M | 240,571 | $9.17 | $7.60 | +$2.7K |
B BTAL | AGF INVTS TR | 1.55% | $1.7M | 95,623 | $19.06 | $17.70 | +$827.1K |
M MSFT | MICROSOFT CORP | 1.10% | $1.2M | 2,424 | $260.97 | $497.41 | +$319.4K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more