# Michael Axel

> Michael Axel is a fee-only financial advisor at AMI Investment Management in Kendallville, Indiana, who holds the CFA credential. AMI Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-axel/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** AMI Investment Management
- **Based in:** Kendallville, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $963.6M across 764 accounts
- **Credentials:** CFA
- **CRD:** 2635329 (https://adviserinfo.sec.gov/individual/summary/2635329)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 65 (1995)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.amiinvestment.com

## Frequently asked questions

### Is Michael Axel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and AMI Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, AMI Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Axel based?

Michael Axel is based in Kendallville, Indiana.

### What credentials does Michael Axel hold?

Michael Axel holds the CFA credential.

### Is Michael Axel registered with the SEC?

Yes. Michael Axel is registered as an investment adviser representative in IN and TX (CRD 2635329), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does AMI Investment Management manage?

AMI Investment Management reports $963.6M across 764 accounts in assets under management.

### How do I contact Michael Axel?

Through Michael's website, www.amiinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2635329): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.