Axia Advisory is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 4, 2026, reports $1.9B in regulatory assets under management, 4 employees, and 128 accounts.
Assets Under Management
$1.9B
Employees
4
Offices
--
Total Clients
123
Primary office
INDIANAPOLIS, IN
20 E. 91ST ST, STE 202, INDIANAPOLIS, IN, United States
Top client segmentIndividuals represent 41.5% of total clients.
Top client categories% of clientsClients
1
Individuals
41.5%
51
2
HNWI
32.5%
40
3
Pension Plans
17.9%
22
4
Government
7.3%
9
5
Pooled Investment Vehicles
0.8%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of May 7, 2026
Discretionary54.8%
$1.0B
55% of total RAUM54.8%
Non-discretionary45.2%
$850M
45% of total RAUM45.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.9B
Total Accounts128
10Y AUM Change+$541M (+40.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee31:1
10Y Employee Change-3 (-42.9%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.