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David Vaughan Scott

AXIOM FINANCIAL STRATEGIES GROUP, LLC·NEW ALBANY, Indiana
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101 W. SPRING STREET, 5TH FLOOR, NEW ALBANY, IN 47150CRD# 3178836Firm CRD# 306618
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About

David Vaughan Scott is a registered financial advisor based in NEW ALBANY, Indiana, affiliated with AXIOM FINANCIAL STRATEGIES GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AXIOM FINANCIAL STRATEGIES GROUP, LLC
AXIOM FINANCIAL STRATEGIES GROUP, LLC
AUM
$346M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at AXIOM FINANCIAL STRATEGIES GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3178836
Firm CRD# 306618
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Vaughan Scott offer?
David Vaughan Scott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW ALBANY, Indiana for a consultation.
What are David Vaughan Scott's credentials?
David Vaughan Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Vaughan Scott located?
David Vaughan Scott is based in NEW ALBANY, Indiana, working with AXIOM FINANCIAL STRATEGIES GROUP, LLC. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.
How does David Vaughan Scott charge for services?
David Vaughan Scott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AXIOM FINANCIAL STRATEGIES GROUP, LLC?
AXIOM FINANCIAL STRATEGIES GROUP, LLC has approximately 7 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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