Axia Advisory

Axia Advisory (CRD# 107571) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,516,521,001 in 181 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
20 E. 91st St, Ste 202, Indianapolis, IN 46240
https://www.linkedin.com/company/axia-advisory-corporation
By the Numbers
  • Total Assets Under Management
    1,517
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $8,378,569
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, OH

Financial Advisors at Axia Advisory
Showing 1 - 6 of 6 top financial advisors.
1
Erik Leighton, financial advisor Indianapolis IN
Erik A. Leighton
CRD#: 5014372
20 E. 91st St, Ste 202, Indianapolis, IN 46240

Erik Leighton (CRD# 5014372) is an Investment Advisor Representative working at Axia Advisory in Indianapolis, IN and has over 6 years of experience in the finance industry.

2
Dawn Morley, financial advisor Indianapolis IN
Dawn E. Morley
CRD#: 2378498
20 E. 91st St, Ste 202, Indianapolis, IN 46240

Dawn Morley (CRD# 2378498) is an Investment Advisor Representative working at Axia Advisory in Indianapolis, IN and has over 30 years of experience in the finance industry.

3
Laura Perry, financial advisor Indianapolis IN
Laura M. Perry
CRD#: 2239302
20 E. 91st St, Ste 202, Indianapolis, IN 46240

Laura Perry (CRD# 2239302) is an Investment Advisor Representative working at Axia Advisory in Indianapolis, IN and has over 31 years of experience in the finance industry.

4
Keith Shadrick, financial advisor Indianapolis IN
Keith L. Shadrick
CRD#: 1488626
20 E. 91st St. Ste 202, Indianapolis, IN 46240

Keith Shadrick (CRD# 1488626) is an Investment Advisor Representative working at Axia Advisory in Indianapolis, IN and has over 36 years of experience in the finance industry.

5
Robyn Shelley, financial advisor Indianapolis IN
Robyn D. Shelley
CRD#: 5097395
20 E. 91st St, Ste 202, Indianapolis, IN 46240

Robyn Shelley (CRD# 5097395) is an Investment Advisor Representative working at Axia Advisory in Indianapolis, IN and has 1 year of experience in the finance industry.

6
Benjamin Cloud, financial advisor Indianapolis IN
Benjamin R. Cloud
CRD#: 7629989
20 E. 91st St, Ste 202, Indianapolis, IN 46240

Benjamin Cloud (CRD# 7629989) is an Investment Advisor Representative working at Axia Advisory in Indianapolis, IN and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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