Overview
Assets Under Management: $373 million
Headquarters: NEW ALBANY, IN
High-Net-Worth Clients: 117
Average Client Assets: $2 million
Frequently Asked Questions
AXIOM FINANCIAL STRATEGIES GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306618), AXIOM FINANCIAL STRATEGIES GROUP, LLC is subject to fiduciary duty under federal law.
AXIOM FINANCIAL STRATEGIES GROUP, LLC is headquartered in NEW ALBANY, IN.
AXIOM FINANCIAL STRATEGIES GROUP, LLC serves 117 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, AXIOM FINANCIAL STRATEGIES GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
AXIOM FINANCIAL STRATEGIES GROUP, LLC manages $373 million in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, AXIOM FINANCIAL STRATEGIES GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,414
Discretionary Accounts: 1,404
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 306618
Filing ID: 1955003
Last Filing Date: 2025-03-12 18:24:00
Website: https://axiomfsg.com