Axia Advisory, LLC
● SEC registered since 1992CRD 107571SEC# 801-42110Indianapolis, IN
Reg. AUM
$1.88B
Employees
4
Accounts
128
Location
Indianapolis, IN
Axia Advisory, LLC assets under management
Axia Advisory, LLC is a registered investment adviser overseen by the SEC based in Indianapolis, IN. The firm has been registered since 1992. It reports $1.9 billion in regulatory assets under management and employs 4 people.
Axia Advisory, LLC owners & executives
23 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad Leighton Long Control | Chief Investment Officer - Wealthspire Institutional | Under 5% | 2023 |
| Brett Ronald Schneider Control | Director - Wealthspire | Under 5% | 2025 |
| Brian J Yu Control | Compliance | Under 5% | 2026 |
See all 23 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Axia Advisory, LLC manage?
Axia Advisory, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Axia Advisory, LLC have?
Axia Advisory, LLC reports 4 employees.
Where is Axia Advisory, LLC located?
Axia Advisory, LLC is based in Indianapolis, IN and has been SEC-registered since 1992.
Does Axia Advisory, LLC disclose fund performance?
Axia Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 E. 91st St, Ste 202, Indianapolis, IN 46240 |
| Phone | 317-630-2800 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.88B▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$1.88Bregulatory AUM
Discretionary $1.03BNon-discretionary $850M