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Axia Advisory Corp

● SEC registered since 1992CRD 107571SEC# 801-42110Indianapolis, IN
Export (members)
Reg. AUM
$1.84B
Employees
6
Accounts
193
Location
Indianapolis, IN

Axia Advisory Corp assets under management

Axia Advisory Corp is a registered investment adviser overseen by the SEC based in Indianapolis, IN. The firm has been registered since 1992. It reports $1.8 billion in regulatory assets under management and employs 6 people.
www.axiaadvisory.comView on SEC.gov ↗

Axia Advisory Corp owners & executives

2 reported
NameTitleOwnershipSince
Keith Lawrence Shadrick ControlPresidentOver 75%1992
Laura Maxwell PerryChief Compliance OfficerUnder 5%2004

Frequently asked questions

How much does Axia Advisory Corp manage?

Axia Advisory Corp reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Axia Advisory Corp have?

Axia Advisory Corp reports 6 employees.

Where is Axia Advisory Corp located?

Axia Advisory Corp is based in Indianapolis, IN and has been SEC-registered since 1992.

Does Axia Advisory Corp disclose fund performance?

Axia Advisory Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20 E. 91st St, Ste 202, Indianapolis, IN 46240
Phone317-630-2800
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.09B
Non-discretionary$752M
Total (RAUM)$1.84B