AXIOM FINANCIAL STRATEGIES GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $404.1M |
| Discretionary | $404.0M100% of AUM |
| Non-Discretionary | $88K |
| Client Accounts | 1,382 |
| Avg Account Size | $292K |
| Employees | 9 |
| Peak AUM | $404.1MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $404M | +8.4% | +10.3% | +1.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $404.1M |
| Discretionary | $404.0M |
| Employees | 9 |
| Client Accounts | 1382 |
| Client Range | 251-500 |
Contact & Location
Address
101 W. SPRING STREET
NEW ALBANY IN 47150
Phone
812-913-7701
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$404M
100.0% of AUM
Non-Discretionary
$87,831
0.0% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Other Registrations
Registered RepBanking Institution
Related Entities (Item 7)
Pension Consultant