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AXIA ADVISORY
Legal name: AXIA ADVISORY, LLC
CRD 107571File 801-42110
APPROVED
Retail clients
Filing as of May 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.88B
Top 25% of cohort (national)
Discretionary AUM
$1.03B
Non-discretionary $850.0M
Clients
123
128 accounts
Employees
4
Top 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 11, 1992
- Principal office
- 20 E. 91ST ST, STE 202, INDIANAPOLIS, IN, 46240
- Phone
- 317-630-2800
- Website
- HTTP://WWW.AXIAADVISORY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.88B
- Discretionary AUM
- $1.03B
- Non-discretionary AUM
- $850.0M
- Discretionary accounts
- 75
- Non-discretionary accounts
- 53
- Total accounts
- 128
- AUM per client
- $15.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | $48.7M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 40 | $174.1M |
| Pooled investment vehicles | 1 | $318.8M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 22 | $1.01B |
| State or municipal government entities | 9 | $312.7M |
| Individuals (other than high net worth individuals) | 51 | $17.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.