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- Custodian
- Charles Schwab & Company · Fidelity/NFS · First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- WaveCapital +more
- Established Date
- 01-02-2020
- Office Locations
- 1
Office Locations
About Axiom Financial Strategies Group, LLC
Axiom Financial Strategies Group is an independent RIA based in Southern Indiana serving clients coast-to-coast. The firm provides investment management and comprehensive financial and retirement planning for individuals and families, business owners/entrepreneurs, nonprofits, and employer-sponsored retirement plans, including succession and risk/risk-liability management. Portfolios lean on ETFs and mutual funds with complementary fixed-income exposure; custody includes Fidelity/NFS.
Team overview
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Investment Themes
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Owner & Executives
Leah Driver
Chief Financial Officer
- CRD
- #7514792
- Ownership
- Less than 5%
Michael Elder
CHIEF OPERATING OFFICER, President
- CRD
- --
- Ownership
- Less than 5%
Pathway alpha
Momentum matrix
- CRD
- #61650
- Ownership
- 37.9%
Showing 2 of 3 owners & executives
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Gloria Jean Bommarrito
Advisor
- CRD
- #4188655
Cullen Byrne Ebert
--
- CRD
- #7877138
Oak zenith
Radial foundation
- CRD
- #42600
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $404,029,969 | $293,840 |
| Non-Discretionary | $87,831 | $12,547 |
| Total | $404,117,800 | $292,415 |
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Separately Managed Accounts
Total SMA Asset: $404,117,800
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,324,767,106 | 31.5% |
| Equity - Exchange | $2,022,898,342 | 48.1% |
| Cash | $857,944,411 | 20.4% |
| Total | $4,205,609,859 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN CREST PIONEER | FOCUS DELTA | 4XE8FWHMB | YTRAL | 11.15% | $88,489,424 |
| VECTOR RIDGE | RIDGE MOMENTUM | ZS48DUOZV | FRG | 3.67% | $9,797,947 |
| PRIME UNISON | VERTEX DELTA | 2VNEXTQIB | CPZUG | 7.73% | $13,888,628 |
| DELTA MOMENTUM | SIGNAL CATALYST | 9QXG6TBJI | HFH | 10.44% | $2,005,676 |
| WAVE PRIME | WAVE BRIDGE | CARB8VLHW | URYEL | 10.26% | $39,465,009 |
| ELEMENT LEGACY | QUANTUM SIGNAL | XGVO8IKX0 | VJK | 2.46% | $51,172,838 |
| CAPITAL PRIME | TIMBER QUANTUM | TKMH8GMB8 | GKUQH | 3.93% | $103,069,351 |
| HORIZON PEAK | RIDGE SUMMIT | ME2TJAG28 | IGFNB | 11.36% | $74,736,303 |