# Axiom Financial Strategies Group, LLC

> Axiom Financial Strategies Group, LLC is an SEC-registered investment advisory firm in New Albany, IN, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 306618
- Filed as: AXIOM FINANCIAL STRATEGIES GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Albany, IN
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306618
- AdvisorCensus page: https://advisorcensus.com/firm/axiom-financial-strategies-group-llc-new-albany-in-306618

## Quick answers

**How is Axiom Financial Strategies Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Axiom Financial Strategies Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Axiom Financial Strategies Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $100 to $1,000 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Axiom Financial Strategies Group, LLC located?**
Axiom Financial Strategies Group, LLC's principal office is in New Albany, IN, according to its Form ADV.

**Is Axiom Financial Strategies Group, LLC registered with the SEC or a state?**
Axiom Financial Strategies Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306618.

**How much does Axiom Financial Strategies Group, LLC manage?**
Axiom Financial Strategies Group, LLC reports $404,117,800 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**How have Axiom Financial Strategies Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Axiom Financial Strategies Group, LLC: Regulatory assets under management: $374,383,800 in the October 2021 data and $404,117,800 in the October 2026 data, up 8%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Axiom Financial Strategies Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (467); high net worth individuals (108).

**Which custodians does Axiom Financial Strategies Group, LLC use?**
Axiom Financial Strategies Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Axiom Financial Strategies Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306618

**Does Axiom Financial Strategies Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Axiom generally requires a minimum account size of $250,000 to effectively implement its investment process. The Advisor in its sole discretion may wave the minimum account size."

**What changed in Axiom Financial Strategies Group, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Axiom generally requires a minimum account size of $250,000 to effectively implement its investment process. The Advisor in its sole discretion may wave the minimum account size.

- Hourly rate: $100 to $1,000 an hour (Financial Planning Services)

> Axiom offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range from $100 to $1,000 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $404,117,800
- Discretionary: $404,029,969
- Non-discretionary: $87,831

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 467 | $57,828,982 |
| High net worth individuals | 108 | $289,890,628 |
| Charitable organizations | Fewer than 5 | $51,551,454 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,846,736 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, IL, IN, KY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [axiomfsg.com](https://axiomfsg.com)
- [springstreetsolutions.com](https://springstreetsolutions.com)
- Facebook @axiomfsg
- Instagram @axiomfsg
- LinkedIn @axiomfsg
- LinkedIn @axiominsurancesolutions
- LinkedIn @springstreetsolutions

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $374,383,800 | 9 | February 10, 2021 |
| October 2022 | $403,774,815 | 12 | June 13, 2022 |
| October 2023 | $300,772,647 | 10 | March 28, 2023 |
| October 2024 | $346,302,065 | 7 | March 13, 2024 |
| October 2025 | $372,850,842 | 9 | March 12, 2025 |
| October 2026 | $404,117,800 | 9 | September 28, 2026 |

Regulatory assets under management: $374,383,800 in the October 2021 data and $404,117,800 in the October 2026 data, up 8%.
Total employees: 9 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 7 to 6.

### January 2026
- No longer registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Axiom Financial Strategies Group, LLC (CRD 306618): Form ADV filing data as of October 2026.