Axiom Financial Strategies Group, LLC
● SEC registered since 2020CRD 306618SEC# 801-117878New Albany, IN
Reg. AUM
$404.1M
Employees
9
Accounts
1,382
Location
New Albany, IN
Axiom Financial Strategies Group, LLC assets under management
Axiom Financial Strategies Group, LLC operates as an SEC-registered investment adviser based in New Albany, IN. The firm has been registered since 2020. It reports $404.1 million in regulatory assets under management and employs 9 people.
Axiom Financial Strategies Group, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Axiom Financial Holdings LLC Control | Shareholder | Over 75% | 2019 |
| David Vaughan Scott Control | Ceo, Chief Compliance Officer | Under 5% | 2019 |
| Leah Driver Control | Cfo | Under 5% | 2021 |
| Michael Elder Control | President And Chief Operating Officer | Under 5% | 2025 |
| David Vaughan Scott Control | Shareholder | Over 75% | 2019 |
| Niotaze, LLC Control | Shareholder | Over 75% | 2020 |
Frequently asked questions
How much does Axiom Financial Strategies Group, LLC manage?
Axiom Financial Strategies Group, LLC reports $404.1 million in regulatory assets under management on its Form ADV.
How many employees does Axiom Financial Strategies Group, LLC have?
Axiom Financial Strategies Group, LLC reports 9 employees.
Where is Axiom Financial Strategies Group, LLC located?
Axiom Financial Strategies Group, LLC is based in New Albany, IN and has been SEC-registered since 2020.
Does Axiom Financial Strategies Group, LLC disclose fund performance?
Axiom Financial Strategies Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 W. Spring Street, 5th Floor, New Albany, IN 47150 |
| Phone | 812-913-7701 |
| Fax | 812-913-7702 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1831985 |
| Discloses disciplinary history | No |
Regulatory AUM
$404.1M▲ 8%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,306 advisers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$404.1Mregulatory AUM
Discretionary $404MNon-discretionary $88K