AXIOM FINANCIAL STRATEGIES GROUP, LLC

RIASEC RegisteredEst. 2020

Total AUM

$404M

Discretionary

$404M

100% of AUM

Avg account

$292K

Accounts

1,382

Employees

Advisory reps

Firm details

Headquarters: NEW ALBANY, Indiana
CRD number: 306618
Registered since: January 2, 2020
Website: www.axiomfsg.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.73%
Individuals14.31%
Charitable Organizations12.76%
Corporations / Businesses1.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Axiom Financial Strategies Group, LLC is an independent registered investment adviser that blends fee-based financial planning with discretionary portfolio management for individuals, families and small businesses. The firm, SEC-registered since 2020, operates as a capital allocator that combines model portfolios, third-party manager selection and direct access to public funds. It also functions as a registered representative of a broker-dealer and an insurance broker, so its client solutions typically integrate investment management, insurance planning and brokerage-level execution. Investment activity skews toward publicly traded pooled vehicles — mutual funds and ETFs — with a concentrated use of equal-weight and broad-market ETF exposures. The firm is not an active ESG investor. It offers fee arrangements that include percentage-of-AUM, hourly charges and fixed fees, and it provides educational seminars and workshops in addition to traditional advisory services.