AXIOM FINANCIAL STRATEGIES GROUP, LLC
CRD #306618 SEC #801-117878 NEW ALBANY, IN 812-913-7701
SEC Registered
Total AUM
$372.9M
Discretionary
$371.1M
Employees
9
Clients
251
Accounts
1,414
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $372.9M | $371.1M | $1.7M | 9 | 19 |
| Nov 2024 | $346.3M | $346.3M | $0 | 7 | 19 |
| Mar 2024 | $346.3M | $346.3M | $0 | 7 | 19 |
| Nov 2023 | $300.8M | $297.1M | $3.7M | 10 | 16 |
| Nov 2023 | $300.8M | $297.1M | $3.7M | 10 | 16 |
| Mar 2023 | $300.8M | $297.1M | $3.7M | 10 | 16 |
| Jun 2022 | $403.8M | $336.8M | $66.9M | 12 | 25 |
| Mar 2022 | $403.8M | $336.8M | $66.9M | 12 | 25 |
| Mar 2022 | $403.8M | $336.8M | $66.9M | 12 | 25 |
| Feb 2021 | $374.4M | $298.3M | $76.1M | 9 | 15 |
| Feb 2021 | $374.4M | $298.3M | $76.1M | 9 | 15 |
| Feb 2021 | $374.4M | $298.3M | $76.1M | 9 | 15 |
| Jul 2020 | $275.2M | $210.3M | $64.9M | 7 | 0 |
| Jul 2020 | $275.2M | $210.3M | $64.9M | 7 | 0 |
| Jul 2020 | $275.2M | $210.3M | $64.9M | 7 | 0 |
| Jun 2020 | $275.2M | $210.3M | $64.9M | 7 | 0 |
| Apr 2020 | $275.2M | $210.3M | $64.9M | 7 | 0 |
| Apr 2020 | $275.2M | $210.3M | $64.9M | 7 | 0 |
| Nov 2019 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$372.9M
Discretionary$371.1M
Non-Disc.$1.7M
Employees9
Clients19
DateNov 2024
Total AUM$346.3M
Discretionary$346.3M
Non-Disc.$0
Employees7
Clients19
DateMar 2024
Total AUM$346.3M
Discretionary$346.3M
Non-Disc.$0
Employees7
Clients19
DateNov 2023
Total AUM$300.8M
Discretionary$297.1M
Non-Disc.$3.7M
Employees10
Clients16
DateNov 2023
Total AUM$300.8M
Discretionary$297.1M
Non-Disc.$3.7M
Employees10
Clients16
DateMar 2023
Total AUM$300.8M
Discretionary$297.1M
Non-Disc.$3.7M
Employees10
Clients16
DateJun 2022
Total AUM$403.8M
Discretionary$336.8M
Non-Disc.$66.9M
Employees12
Clients25
DateMar 2022
Total AUM$403.8M
Discretionary$336.8M
Non-Disc.$66.9M
Employees12
Clients25
DateMar 2022
Total AUM$403.8M
Discretionary$336.8M
Non-Disc.$66.9M
Employees12
Clients25
DateFeb 2021
Total AUM$374.4M
Discretionary$298.3M
Non-Disc.$76.1M
Employees9
Clients15
DateFeb 2021
Total AUM$374.4M
Discretionary$298.3M
Non-Disc.$76.1M
Employees9
Clients15
DateFeb 2021
Total AUM$374.4M
Discretionary$298.3M
Non-Disc.$76.1M
Employees9
Clients15
DateJul 2020
Total AUM$275.2M
Discretionary$210.3M
Non-Disc.$64.9M
Employees7
Clients0
DateJul 2020
Total AUM$275.2M
Discretionary$210.3M
Non-Disc.$64.9M
Employees7
Clients0
DateJul 2020
Total AUM$275.2M
Discretionary$210.3M
Non-Disc.$64.9M
Employees7
Clients0
DateJun 2020
Total AUM$275.2M
Discretionary$210.3M
Non-Disc.$64.9M
Employees7
Clients0
DateApr 2020
Total AUM$275.2M
Discretionary$210.3M
Non-Disc.$64.9M
Employees7
Clients0
DateApr 2020
Total AUM$275.2M
Discretionary$210.3M
Non-Disc.$64.9M
Employees7
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0