AXIA ADVISORY (CRD# 107571) is an SEC-Registered Investment Advisor (RIA), headquartered in Indianapolis, IN. The SEC approved the firm to operate as an RIA in Aug 1992. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $1.2 Billion, and has discretion over 40% of those assets.   Pooled investment vehicles (Private Funds) account for 16% of RAUM.   Non-US investors represent 0% .  
AXIA ADVISORY also reported in Mar 2018:
  • 7 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AXIA ADVISORY has no disclosure events reported to the SEC at this time.

View AXIA ADVISORY's most recent Form ADV filing

AXIA ADVISORY has Notice Filings with the following State Securities Authorities: IN-Aug 1992, OH-Mar 2014

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.