Axiom Financial Strategies Group, LLC
Axiom Financial Strategies Group, LLC is an SEC-registered mass-market adviser in New Albany, IN with $404.1M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Axiom Financial Strategies Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306618, SEC 801-117878, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $404.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- New Albany, IN
- Employees
- 9
- Clients
- 575
- CRD
- 306618
- Ownership
- GRAU, MICHAEL, ANTHONY; SCOTT, VAUGHAN; GRAU FAMILY HOLDINGS, LLC; NIOTAZE, LLC; AXIOM FINANCIAL HOLDING LLC
How much AUM does Axiom Financial Strategies Group, LLC have?
Axiom Financial Strategies Group, LLC reported $404.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Axiom Financial Strategies Group, LLC?
Disclosed owners and executives of Axiom Financial Strategies Group, LLC include GRAU, MICHAEL, ANTHONY, SCOTT, VAUGHAN, GRAU FAMILY HOLDINGS, LLC, NIOTAZE, LLC, AXIOM FINANCIAL HOLDING LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.