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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| AXIA Advisory Corp
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|---|---|
| CRD # | 107571 |
| SEC # | 801-42110 |
| CIK # | |
| AUM | $1.8 B (2025-07-01) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 317-630-2800 |
| Address | 20 E 91st St Indianapolis, IN 46240 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 38.0 |
| (b) Individuals (high net worth individuals) | 65 | 310.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 285.5 |
| (g) Pension and profit sharing plans | 23 | 854.1 |
| (h) Charitable organizations | 5 | 43.7 |
| (i) State or municipal government entities | 9 | 307.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 193 | 1,840.6 |
| By Discretionary | ||
| Discretionary | 140 | 1,088.6 |
| Non-Discretionary | 53 | 752.0 |
| Total | 193 | 1,840.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.6 | |
| United States Persons | 1,836.0 | |
| Total | 193 | 1,840.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northwest Financial Advisors LLC
✚
|
VA | 1.9 |
|
Fiduciary Alliance LLC
✚
|
SC | 1.9 |
|
Stack Financial Management Inc
✚
|
MT | 1.9 |
|
Retirement Plan Advisors LLC
✚
|
IL | 1.9 |
|
Everhart Financial Group Inc
✚
|
OH | 1.9 |
|
Capita Financial Network LLC
✚
|
UT | 1.8 |
|
Alphastar Capital Management LLC
✚
|
NC | 1.8 |
|
Capitol Securities Management Inc
✚
|
VA | 1.8 |
|
PDS Planning Inc
✚
|
OH | 1.8 |
|
First Heartland Consultants Inc
✚
|
MO | 1.8 |