AXIO CONSULTING GROUP

Overview

Axio Consulting Group is a small, institutionally oriented advisory corporation that concentrates its investment activity on pooled public funds, primarily mutual funds. Registered with the SEC in 2020 and structured under individual ownership, the firm offers fee-based advisory work (percentage of AUM plus other fees) and positions itself as a discretionary portfolio manager for both individuals/small businesses and businesses or institutions. Advisory services also include pension consulting, though the firm’s asset mix indicates a preference for using mutual funds and model-type portfolios rather than bespoke direct-security solutions. The firm is not an active ESG investor and does not operate as a multistate adviser. Axio acts primarily as a manager implementing third-party pooled vehicles rather than as a capital allocator into private or direct-sourced strategies. Custody and operational flows are concentrated with a single primary custodian, which supports a compact operational footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices