Axia Advisory

Axia Advisory (CRD# 107571) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,396,116,650 in 156 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,396
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $8,949,466
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, OH

Financial Advisors at Axia Advisory
Showing 1 - 5 of 5 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 4 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 28 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 30 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 34 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.