AXION FINANCIAL GROUP LLC

Overview

Axion Financial Group LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients, plus small business owners. The firm operates as a capital allocator: it builds portfolios combining liquid strategies and third‑party private funds rather than relying solely on in‑house proprietary products. Advisory services focus on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management plus fixed fees and occasional other fee structures. Investment preferences emphasize private fund exposure alongside mutual funds and separately managed accounts. The firm is not an active ESG investor, and it does not present itself as a multi‑state adviser. Its operating model centers on selecting external managers — particularly in private markets and hedge strategies — and implementing those allocations inside client portfolios.

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