Joshua Axel
KTF Investments · Seal Beach, California
Joshua Axel is a fee-only financial advisor at KTF Investments in Seal Beach, California. KTF Investments reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Joshua →
Facts
| Firm | KTF Investments |
|---|---|
| Based in | Seal Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $700.2M across 184 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4227334 |
| Exams passed | Series 66 (2000) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ktfinvestments.com |
How Joshua's firm compares
- KTF Investments's average account is about $3.8 million, from its Form ADV (assets managed divided by 184 accounts).
Request an introduction to Joshua
Tell Joshua a little about what you're looking for. Joshua isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joshua
Is Joshua Axel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and KTF Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, KTF Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joshua Axel based?
Joshua Axel is based in Seal Beach, California.
Is Joshua Axel registered with the SEC?
Yes. Joshua Axel is registered as an investment adviser representative in CA (CRD 4227334), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does KTF Investments manage?
KTF Investments reports $700.2M across 184 accounts in assets under management.
How do I contact Joshua Axel?
Through Joshua's website, www.ktfinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.