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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Crest waveMomentum +more
- Established Date
- 08-11-1992
- Office Locations
- 1
Office Locations
About Axia Advisory
Axia Advisory is an Indianapolis-based RIA serving retail and institutional clients with financial planning, portfolio construction, retirement plan and insurance guidance, plus estate and charitable planning. Their investment approach emphasizes asset allocation and risk management using index funds and mutual funds, with exposure to themes like SRI, real estate and infrastructure. Operates on Tamarac; primary custody includes Schwab and Fidelity/NFS.
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Owner & Executives
MICHAEL EDMOND GOSS
DIRECTOR, President
- CRD
- #2557044
- Ownership
- Less than 5%
ROBERT JAY HILZENRATH
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Glacier wave
Horizon matrix ridge
- CRD
- #85951
- Ownership
- 49.8%
Showing 2 of 12 owners & executives
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ERIK ANSON LEIGHTON
Investment Advisor
- CRD
- #5014372
ROBYN D. SHELLEY
Advisor
- CRD
- #5097395
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,028,841,322 | $13,717,884 |
| Non-Discretionary | $850,031,451 | $16,038,329 |
| Total | $1,878,872,773 | $14,678,694 |
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Separately Managed Accounts
Total SMA Asset: $1,560,100,855
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $664,456,507 | 35.4% |
| Private Funds | $290,934,346 | 15.5% |
| Cash | $350,998,211 | 18.7% |
| Equity - Exchange | $570,606,719 | 30.4% |
| Total | $1,876,995,783 | 100.0% |