AXIS FINANCIAL, LLC

AXIS FINANCIAL, LLC of ODON, IN is an SEC-registered investment adviser (CRD 137720). Regulatory assets under management: $10.5M.

Registration

• CRD: 137720
• Type: Registered investment adviser
• Location: 204 WEST MAIN STREET, ODON, IN, 47562
• Phone: 812-636-2222
• Latest filing: 2026-03-26
• Regulatory AUM: $10.5M
• Non-discretionary AUM: $10.5M
• Clients: 1
• Accounts: 98

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137720 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search