# Axio Consulting Group

> Axio Consulting Group is a state-registered investment advisory firm in West Columbia, SC, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 28, 2026.

- CRD: 306982
- Filed as: AXIO CONSULTING GROUP
- Legal name: Axio Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Columbia, SC
- Filing period: October 2026
- Form ADV filing dated: February 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306982
- AdvisorCensus page: https://advisorcensus.com/firm/axio-consulting-group-west-columbia-sc-306982

## Quick answers

**How is Axio Consulting Group compensated?**
On its Form ADV (Item 5.E, October 2026), Axio Consulting Group reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Axio Consulting Group located?**
Axio Consulting Group's principal office is in West Columbia, SC, according to its Form ADV.

**Is Axio Consulting Group registered with the SEC or a state?**
Axio Consulting Group is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306982.

**How much does Axio Consulting Group manage?**
Axio Consulting Group reports $80,793,121 in regulatory assets under management in its Form ADV filing dated February 28, 2026 (98% discretionary).

**What types of clients does Axio Consulting Group serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (50); state or municipal government entities (including government pension plans) (3).

**Does Axio Consulting Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306982

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $80,793,121
- Discretionary: $79,558,619
- Non-discretionary: $1,234,502

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 50 | $78,568,350 |
| State or municipal government entities (including government pension plans) | 3 | $2,224,771 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, LA, MA, PA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- axioconsultinggroup.com
- LinkedIn @axio-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Axio Consulting Group (CRD 306982): Form ADV filing data as of October 2026.