MAXIM CAPITAL ADVISORS, INC.

MAXIM CAPITAL ADVISORS, INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 130161). Regulatory assets under management: $58.5M.

Registration

• CRD: 130161
• Type: Registered investment adviser
• Location: 9160 IRVINE CENTER DR., IRVINE, CA, 92618
• Phone: 949-752-0993
• Latest filing: 2026-03-20
• Regulatory AUM: $58.5M
• Non-discretionary AUM: $58.5M
• Clients: 2
• Accounts: 122

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130161 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search