Axia Advisory

Registered investment advisor · Indianapolis, Indiana · CRD #107571

Assets Under Management

$1.9B

Client Accounts

128

Employees

CRD Number

107571

Registration

SEC Registered

Custodian

Fidelity Investments, Broadridge Trust Company, Charles Schwab

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Axia Advisory

Axia Advisory, established in 1992, is a fee-only registered investment advisor offering retirement plan and investment management consulting services. It acts as a fiduciary prioritizing clients' interests and uses Modern Portfolio Theory for its investment strategies. The firm provides tailored services for various clients, including individuals and retirement plans.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Axia Advisory

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Axia Advisory's AUM?

Axia Advisory reports approximately $1.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Axia Advisory headquartered?

Axia Advisory is headquartered in Indianapolis, Indiana.

What is Axia Advisory's CRD number?

Axia Advisory's CRD number is 107571. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.