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| Keyboard |
| AXIA Advisory Corp
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|---|---|
| CRD # | 107571 |
| SEC # | 801-42110 |
| CIK # | |
| AUM | 1,878.9 M (2026-05-07) |
| Employees | 4 (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) | 51 | 17.3 |
| (b) Individuals (high net worth individuals) | 40 | 174.1 |
| (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 | 318.8 |
| (g) Pension and profit sharing plans | 22 | 1,006.1 |
| (h) Charitable organizations | 0 | 48.7 |
| (i) State or municipal government entities | 9 | 312.7 |
| (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 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 128 | 1,878.9 |
| By Discretionary | ||
| Discretionary | 75 | 1,028.8 |
| Non-Discretionary | 53 | 850.0 |
| Total | 128 | 1,878.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,878.9 | |
| Total | 128 | 1,878.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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|
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|
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|
WI | 1,869.0 M |
|
Clear Creek Financial Management LLC
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|
WA | 1,859.3 M |
|
Clarity Financial LLC
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|
TX | 1,840.6 M |
|
Independence Square Holdings LLC
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|
PA | 1,834.0 M |