Axia Advisory

$1.88BAssets under management
as of May 2026 · SEC Form ADV
Indianapolis, IN
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No one at Axia Advisory has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $537M held · filed Mar 2024
Broadridge Trust Company
Per Form ADV · $531M held · filed Mar 2024
Schwab
Per Form ADV · $332M held · filed Mar 2024