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Axon Capital Management is an independent, fee-only financial planning firm. While we proudly serve individuals and families across the Austin metro—including Georgetown, Cedar Park, and Round Rock—we also work with clients virtually throughout Texas and beyond. Our firm specializes in helping people make smarter financial decisions through personalized retirement planning, investment management, and tax-efficient strategies.
As a fiduciary, we are legally and ethically obligated to act in your best interest—and we take that responsibility seriously. Our advice is always objective and personalized, designed to serve your goals without the influence of commissions, sales quotas, or third-party incentives. We believe financial planning should be a long-term partnership built on trust, transparency, and a deep understanding of what matters most to you.
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A few ways we're different than the typical financial advising firm:
Fee-Only Advice – No hidden commissions or sales pitches—just advice in your best interest.
Fiduciary Standard – Legally required to act in your best interest at all times.
Personalized Planning – Modern tools and tailored strategies designed for your unique goals.
Holistic Wealth Management – More than just investments—we optimize your entire financial picture.
Rooted in Central Texas – We understand the impact of local taxes, housing trends, and community dynamics
Hidden Fees & Commissions – Conflicted advice that may prioritize their earnings over your best interests.
Suitability Standard – Recommends products that might not be the best option for you.
One-Size-Fits-All Approach – Generic plans that don't consider your unique career and financial goals.
Investment-Only Focus – Overlooks critical areas like tax strategy, cash flow, and career transitions.
Limited Knowledge of Local Area – Potentially leading to missed opportunities and costly tax mistakes.
What separates us is our uncompromising discipline and proactive approach. We don’t follow the herd or rely on generic models. Instead, we dig deeper, challenge assumptions, and constantly refine our strategies to capitalize on market inefficiencies. Whether that is tactical asset allocation, tax-efficient investing, or opportunistic rebalancing.
We don't just respond to your needs—we anticipate them, providing proactive guidance and regular communication so you're always informed and confident. You'll work with a dedicated advisor that truly listens, responds promptly, and makes complex financial concepts simple to understand. Whether it's a quick question or a major life transition, we're here for you with personalized attention and solutions tailored to your unique situation. Because your financial journey isn't just about numbers—it's about trust, partnership, and peace of mind.
Partner with a team that never stops working to outperform.
We love transforming numbers into meaningful life outcomes. There’s nothing more rewarding than helping a client retire years early, fund a child’s education debt-free, or turn a lifelong dream into a reality.
This work is personal to us. Every portfolio we build represents someone’s hard-earned legacy, every strategy carries the weight of someone’s aspirations. We’re driven by the privilege of being your trusted guide through life’s financial complexities—whether that’s navigating market volatility with steady hands or celebrating when you hit a milestone. Your success stories become our proudest achievements, and that’s why we’ll never stop refining our craft to serve you better.
The bottom line? We’re here because helping people win with money isn’t just our job—it’s our joy.
We believe wealth should serve a purpose—not just grow in a vacuum. That’s why we’re driven by the privilege of turning complex financial strategies into real-life possibilities for our clients. There’s no greater reward than seeing someone gain confidence in their future, whether that means retiring on their own terms, building generational wealth, or finally sleeping soundly knowing their finances are optimized.
Our passion comes from the relationships we build along the way. Money is deeply personal, and we don’t take lightly the trust you place in us to guide yours. Every plan we craft, every adjustment we make—it’s all fueled by your milestones and the stories behind them. We stay relentlessly curious, constantly learning, and obsessively detail-oriented because your success demands nothing less.
Hi, I’m Brady Lochte, the founder of Axon Capital Management, a fee-only fiduciary advisory firm in the Austin metropolitan area. My path into financial planning started in corporate finance at Applied Materials, where I learned how disciplined planning and sound decision-making drive long-term results. I eventually realized I wanted to apply those same principles to help individuals and families directly, which led me to start Axon and work with tech employees, professionals, and retirees who want transparent, long-term financial guidance.
Outside of client work, I spend a significant amount of time writing about financial planning, investing, and the broader economic trends affecting households in Central Texas. Being rooted in the local community helps me bring a deeper perspective to the planning work I do, especially for families navigating Austin’s fast-changing economic environment.
At the heart of my philosophy is a simple belief: financial planning should be clear, honest, and centered around long-term thinking. Through my firm, my writing, and my community involvement, I try to give people the structure, confidence, and direction they need to make better decisions with their money.