Investment adviser · CRD 107571
AXIA ADVISORY
Investment adviser filing (IA)
AXIA ADVISORY, LLC
INDIANAPOLIS, IN, United States · Form ADV filed May 7, 2026
- Regulatory AUM
- $1.88B Form ADV · Item 5.F
- Client accounts
- 128 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 22 | $1,006,082,180 | 53.5% |
| Pooled investment vehicles | 1 | $318,771,918 | 17.0% |
| Government entities | 9 | $312,725,602 | 16.6% |
| High-net-worth individuals | 40 | $174,128,735 | 9.3% |
| Charities | Fewer than 5 | $48,723,491 | 2.6% |
| Individuals | 51 | $17,320,558 | 0.9% |
| Corporations & businesses | Fewer than 5 | $1,120,289 | 0.1% |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2104101 · May 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
20 E. 91ST ST, STE 202INDIANAPOLIS, IN, 46240, United States
CRD 107571
Filing source
Form ADV 2104101 · May 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.