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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Axiom Financial Strategies Group LLC
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|---|---|
| CRD # | 306618 |
| SEC # | 801-117878 |
| CIK # | 0001831985 |
| AUM | $372.9 M (2025-03-12) |
| Employees | 9 (78% Investors, 44% Brokers) |
| Phone | 812-913-7701 |
| Address | 101 W Spring Street New Albany, IN 47150 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 0.7 | ||
| Facebook Inc | 0.5 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Capital One Financial Corp | 0.4 | ||
| Apple Inc | 0.3 | ||
| Applied Materials Inc /DE | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 547 | 114.4 |
| (b) Individuals (high net worth individuals) | 117 | 209.7 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 44.5 |
| (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 | 0 | 0.0 |
| (n) Other | 6 | 4.3 |
| Total | 1,414 | 372.9 |
| By Discretionary | ||
| Discretionary | 1,404 | 371.1 |
| Non-Discretionary | 10 | 1.7 |
| Total | 1,414 | 372.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 372.9 | |
| Total | 1,414 | 372.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001831985] |
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|---|---|---|
|
Cascade Investment Group Inc
✚
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CO | 0.4 |
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CornerStone Planning LLC
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NC | 0.4 |
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Yeomans Consulting Group Inc
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GA | 0.4 |
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Harlow Wealth Management Inc
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WA | 0.4 |
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Dickmeyer Boyce Financial Management Inc
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IN | 0.4 |
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Webb Advisors Incorporated
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MN | 0.4 |
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Vermillion Financial Advisors Inc
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IL | 0.4 |
|
Goodman Advisory Group LLC
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MA | 0.4 |
|
TAR River Wealth Planning LLC
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NC | 0.4 |
|
Smart Money Group LLC
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TX | 0.4 |