AXIA ADVISORY CORP
Legal name: AXIA ADVISORY
CRD #107571 SEC #801-42110 INDIANAPOLIS, IN 317-630-2800
SEC Registered
Total AUM
$1.8B
Discretionary
$1.1B
Employees
6
Clients
0
Accounts
193
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.8B | $1.1B | $752M | 6 | 0 |
| Jul 2025 | $1.8B | $1.1B | $752M | 6 | 0 |
| Mar 2025 | $1.8B | $1.1B | $752M | 6 | 0 |
| Mar 2024 | $1.5B | $986.1M | $530.4M | 6 | 0 |
| Dec 2023 | $1.3B | $798.1M | $498.1M | 6 | 0 |
| Mar 2023 | $1.3B | $798.1M | $498.1M | 6 | 0 |
| Mar 2022 | $1.4B | $702.7M | $693.4M | 5 | 0 |
| Mar 2022 | $1.4B | $702.7M | $693.4M | 5 | 0 |
| Mar 2021 | $1.3B | $620.8M | $634.8M | 6 | 0 |
| Jun 2020 | $1.3B | $540.7M | $795.2M | 6 | 0 |
| Mar 2020 | $1.3B | $540.7M | $795.2M | 6 | 0 |
| May 2019 | $1.1B | $448.1M | $690.5M | 6 | 0 |
| Mar 2019 | $1.1B | $448.1M | $690.5M | 6 | 0 |
| Mar 2018 | $1.2B | $478M | $710M | 7 | 0 |
| May 2017 | $1.3B | $866.2M | $471.4M | 7 | 100 |
| Mar 2017 | $1.3B | $866.2M | $471.4M | 7 | 100 |
| Mar 2016 | $1.1B | $822M | $318.8M | 7 | 100 |
| Mar 2015 | $1.2B | $624.2M | $552.4M | 7 | 26 |
| Jun 2014 | $1.1B | $377.3M | $673.1M | 6 | 26 |
| Apr 2014 | $1.1B | $377.3M | $673.1M | 6 | 26 |
| Mar 2014 | $1.1B | $377.3M | $673.1M | 6 | 26 |
| Feb 2014 | $789.9M | $245.7M | $544.1M | 6 | 26 |
| Dec 2013 | $789.9M | $245.7M | $544.1M | 6 | 26 |
| Apr 2013 | $789.9M | $245.7M | $544.1M | 6 | 26 |
| Dec 2012 | $744.4M | $217.2M | $527.2M | 5 | 26 |
| Jun 2012 | $744.4M | $217.2M | $527.2M | 1 | 26 |
| Mar 2012 | $744.4M | $217.2M | $527.2M | 1 | 26 |
| Apr 2011 | $776.1M | $216.1M | $560M | 5 | -- |
| Mar 2011 | $776.1M | $216.1M | $560M | 5 | -- |
| Mar 2011 | $776.1M | $216.1M | $560M | 5 | -- |
| Feb 2009 | $667.8M | $175.4M | $492.4M | 5 | -- |
| Mar 2008 | $667.8M | $175.4M | $492.4M | 5 | -- |
| Nov 2007 | $539.8M | $164.6M | $375.2M | 5 | -- |
| Mar 2007 | $539.8M | $164.6M | $375.2M | 5 | -- |
| Mar 2004 | $225.4M | $47.9M | $177.5M | 5 | -- |
| Apr 2002 | $140.3M | $42.5M | $97.7M | 5 | -- |
| Aug 2001 | $137.2M | $40.3M | $96.9M | 5 | -- |
| Jul 2001 | $137.2M | $40.3M | $96.9M | 5 | -- |
DateOct 2025
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$752M
Employees6
Clients0
DateJul 2025
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$752M
Employees6
Clients0
DateMar 2025
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$752M
Employees6
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$986.1M
Non-Disc.$530.4M
Employees6
Clients0
DateDec 2023
Total AUM$1.3B
Discretionary$798.1M
Non-Disc.$498.1M
Employees6
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$798.1M
Non-Disc.$498.1M
Employees6
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$702.7M
Non-Disc.$693.4M
Employees5
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$702.7M
Non-Disc.$693.4M
Employees5
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$620.8M
Non-Disc.$634.8M
Employees6
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$540.7M
Non-Disc.$795.2M
Employees6
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$540.7M
Non-Disc.$795.2M
Employees6
Clients0
DateMay 2019
Total AUM$1.1B
Discretionary$448.1M
Non-Disc.$690.5M
Employees6
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$448.1M
Non-Disc.$690.5M
Employees6
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$478M
Non-Disc.$710M
Employees7
Clients0
DateMay 2017
Total AUM$1.3B
Discretionary$866.2M
Non-Disc.$471.4M
Employees7
Clients100
DateMar 2017
Total AUM$1.3B
Discretionary$866.2M
Non-Disc.$471.4M
Employees7
Clients100
DateMar 2016
Total AUM$1.1B
Discretionary$822M
Non-Disc.$318.8M
Employees7
Clients100
DateMar 2015
Total AUM$1.2B
Discretionary$624.2M
Non-Disc.$552.4M
Employees7
Clients26
DateJun 2014
Total AUM$1.1B
Discretionary$377.3M
Non-Disc.$673.1M
Employees6
Clients26
DateApr 2014
Total AUM$1.1B
Discretionary$377.3M
Non-Disc.$673.1M
Employees6
Clients26
DateMar 2014
Total AUM$1.1B
Discretionary$377.3M
Non-Disc.$673.1M
Employees6
Clients26
DateFeb 2014
Total AUM$789.9M
Discretionary$245.7M
Non-Disc.$544.1M
Employees6
Clients26
DateDec 2013
Total AUM$789.9M
Discretionary$245.7M
Non-Disc.$544.1M
Employees6
Clients26
DateApr 2013
Total AUM$789.9M
Discretionary$245.7M
Non-Disc.$544.1M
Employees6
Clients26
DateDec 2012
Total AUM$744.4M
Discretionary$217.2M
Non-Disc.$527.2M
Employees5
Clients26
DateJun 2012
Total AUM$744.4M
Discretionary$217.2M
Non-Disc.$527.2M
Employees1
Clients26
DateMar 2012
Total AUM$744.4M
Discretionary$217.2M
Non-Disc.$527.2M
Employees1
Clients26
DateApr 2011
Total AUM$776.1M
Discretionary$216.1M
Non-Disc.$560M
Employees5
Clients--
DateMar 2011
Total AUM$776.1M
Discretionary$216.1M
Non-Disc.$560M
Employees5
Clients--
DateMar 2011
Total AUM$776.1M
Discretionary$216.1M
Non-Disc.$560M
Employees5
Clients--
DateFeb 2009
Total AUM$667.8M
Discretionary$175.4M
Non-Disc.$492.4M
Employees5
Clients--
DateMar 2008
Total AUM$667.8M
Discretionary$175.4M
Non-Disc.$492.4M
Employees5
Clients--
DateNov 2007
Total AUM$539.8M
Discretionary$164.6M
Non-Disc.$375.2M
Employees5
Clients--
DateMar 2007
Total AUM$539.8M
Discretionary$164.6M
Non-Disc.$375.2M
Employees5
Clients--
DateMar 2004
Total AUM$225.4M
Discretionary$47.9M
Non-Disc.$177.5M
Employees5
Clients--
DateApr 2002
Total AUM$140.3M
Discretionary$42.5M
Non-Disc.$97.7M
Employees5
Clients--
DateAug 2001
Total AUM$137.2M
Discretionary$40.3M
Non-Disc.$96.9M
Employees5
Clients--
DateJul 2001
Total AUM$137.2M
Discretionary$40.3M
Non-Disc.$96.9M
Employees5
Clients--