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| Axiom Financial Strategies Group LLC
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| CRD # | 306618 |
| SEC # | 801-117878 |
| CIK # | 0001831985 |
| AUM | 404.1 M (2026-03-31) |
| Employees | 9 (67% Investors, 33% Brokers) |
| Phone | 812-913-7701 |
| Address | 101 W Spring Street New Albany, IN 47150 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001831985 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United States Commodity Index Funds Trust | 6.0 | ||
| Trebia Acquisition Corp | 4.3 | ||
| Alphabet Inc | 0.5 | ||
| Capital One Financial Corp | 0.4 | ||
| US Bancorp de | 0.4 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| Upjohn Inc | 0.4 | ||
| Facebook Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| MGM Resorts International | 0.3 | ||
| CVS Caremark Corp | 0.3 | ||
| Wells Fargo & Co/MN | 0.3 | ||
| Tyson Foods Inc | 0.3 | ||
| Texas Instruments Inc | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 467 | 57.8 |
| (b) Individuals (high net worth individuals) | 108 | 289.9 |
| (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 | 0 | 51.6 |
| (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 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,382 | 404.1 |
| By Discretionary | ||
| Discretionary | 1,375 | 404.0 |
| Non-Discretionary | 7 | 0.1 |
| Total | 1,382 | 404.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 404.1 | |
| Total | 1,382 | 404.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001831985] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 14 |
| Serves | Institutional, Retail, Research |
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