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AXIOM FINANCIAL STRATEGIES GROUP, LLC
CRD 306618 · SEC 801-117878
101 W. SPRING STREET, 5TH FLOOR, NEW ALBANY, IN, 47150, United States
Phone
812-913-7701
Fax
812-913-7702
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$404.1M
Discretionary AUM
$404.0M
Team
9 total employees; 6 advisory reps; 14 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 467 | $57.8M |
| High net worth individuals | 108 | $289.9M |
States served
CA, IL, IN, KY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD