AXIA ADVISORY

AXIA ADVISORY, LLC

CRD 107571 · SEC 801-42110

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20 E. 91ST ST, STE 202, INDIANAPOLIS, IN, 46240, United States

Phone

317-630-2800

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.88B

Discretionary AUM

$1.03B

Team

4 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-07

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	51	$17.3M
High net worth individuals	40	$174.1M
Pooled investment vehicles	1	$318.8M
Pension/profit sharing plans	22	$1.01B
State/municipal entities	9	$312.7M

States served

IN, OH, FL

All web addresses on file

HTTP://WWW.AXIAADVISORY.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/AXIA-ADVISORY-CORPORATION

Official SEC filing: View on IAPD