This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$202MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$202M

Private client RAUM

$199MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$101Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

624

Individual clients

161

High net worth clients

73

SEC number

801-121992

CRD

165129

Filings on the tape

11

First filed

Jun 30, 2021

Latest filed

Sep 8, 2026

Organised

Limited Liability Company, MO

Website

maxeleadvisors.com

• Occurred

  Jun 30, 2021
  First Form ADV filing

  Maxele Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5890de00-544a-6fbb-3bd9-5bcff2bc424c

First observed

Jun 30, 2021

Last observed

Sep 8, 2026 11 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.