PPrivate Fund Data Log in Join · $37/mo

Axiom Financial Strategies Group, LLC

● SEC registered since 2020CRD 306618SEC# 801-117878New Albany, IN
Export (members)
Reg. AUM
$372.9M
Employees
9
Accounts
1,414
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 $372.9 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/axiominsurancesolutionsView on SEC.gov ↗

Axiom Financial Strategies Group, LLC owners & executives

6 reported
NameTitleOwnershipSince
Axiom Financial Holdings LLC ControlShareholderOver 75%2019
David Vaughan Scott ControlCeo, Chief Compliance OfficerUnder 5%2019
Leah Driver ControlCfoUnder 5%2021
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Axiom Financial Strategies Group, LLC manage?

Axiom Financial Strategies Group, LLC reports $372.9 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

Address101 W. Spring Street, 5th Floor, New Albany, IN 47150
Phone812-913-7701
Fax812-913-7702
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
CIK1831985
Discloses disciplinary historyNo

Assets under management

Discretionary$371.1M
Non-discretionary$1.7M
Total (RAUM)$372.9M