Axia Advisory

Axia Advisory (CRD# 107571) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,296,178,638 in 153 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,296
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $8,471,756
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 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 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 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 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 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 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.

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