DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at AXIO WEALTH MANAGEMENT, INC.
WEST COLUMBIA, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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 | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AXIO WEALTH MANAGEMENT, INC. | Former SEC adviser | Jul 22, 2025 | n/a | yes | WEST COLUMBIA, SC | Current employment |
| KEEN CAPITAL, LTD | Independent wealth | Sep 30, 2024 | Jul 9, 2025 | no | CHAPIN, SC | Previous registration |
| CCM INVESTMENT ADVISERS, LLC | Independent wealth | Jul 24, 2013 | Jul 16, 2025 | no | COLUMBIA, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CCM INVESTMENT ADVISERS, LLC | KEEN CAPITAL, LTD | Jul 16, 2025 | Sep 30, 2024 | -289 | Firm change after gap | RIA to RIA |
| KEEN CAPITAL, LTD | AXIO WEALTH MANAGEMENT, INC. | Jul 9, 2025 | Jul 22, 2025 | 13 | Firm change | Other |