Axiom Financial Strategies Group LLC

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Assets, Funds, Holdings

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Axiom Financial Strategies Group LLC
CRD #306618
SEC #801-117878
CIK #0001831985
AUM $346.3 MM (2024-03-13)
Employees 7 (100% Investors, 57% Brokers)
Phone812-913-7701
Address101 W Spring Street, 5th Floor
New Albany, IN 47150
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4503602701809002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 0.3
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
2502001501005002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,151 165.9
(b) Individuals (high net worth individuals) 52 87.1
(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 0 0.0
(g) Pension and profit sharing plans 17 1.6
(h) Charitable organizations 0 40.0
(i) State or municipal government entities 0 0.0
(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 8 6.1
(n) Other 55 45.5
Total 1,287 346.3
By Discretionary
Discretionary 1,287 346.3
Non-Discretionary 0 0.0
Total 1,287 346.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 346.3
Total 1,287 346.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001831985]
Comparable Firms State AUM ($BB)
West Wealth Group LLC
CA 0.3
DLK Investment Management LLC
CA 0.3
Corepath Wealth Partners LLC
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Paradigm Wealth Management LLC
OH 0.3
Hixon Zuercher LLC
OH 0.3
Muhlenkamp & Co Inc
PA 0.3
Whitcomb & Hess Inc
OH 0.3
Kinetic Investment Management Inc
CA 0.3
Kerntke Otto McGlone Wealth Management Group
WI 0.3
Mountain Hill Investment Partners
NJ 0.3
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