Axio Consulting Group

RIAState Registered

Total AUM

$80.8M

Discretionary

$79.6M

98% of AUM

Avg account

$1.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: West Columbia, South Carolina
CRD number: 306982
Registered since: January 15, 2020
Website: axioconsultinggroup.com
Custodians: MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Other
Client types: Pension & Profit Sharing Plans97.25%
State / Municipal Government2.75%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Axio Consulting Group is a privately owned corporate advisory firm that lists institutional clients among its client base while also disclosing advisory activity for individuals, small businesses, businesses or institutions, and pension consulting services. The firm charges fees based on a percentage of assets under management alongside other fee arrangements. It does not identify itself as a capital allocator and does not flag active ESG investing on its profile. Regulatory filings show the firm is state-registered across multiple states rather than being registered with the SEC. Ownership is recorded as an individual owner.