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Joe Harvey Giltner

Axio Consulting Group

West Columbia, SC

CRD 6117093

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Employer firm

Axio Consulting Group CRD 306982

$80.8M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Axio Consulting Group

101 Trade Zone Dr. Suite 20A, West Columbia, SC 29170-3912 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-04-08
IL RA APPROVED 2022-03-02
TX RA APPROVED_RES 2021-03-30
MA RA APPROVED 2020-11-10
LA RA APPROVED 2020-06-24
SC RA APPROVED 2020-01-15
  • PA RA
    APPROVED
    Since 2022-04-08
  • IL RA
    APPROVED
    Since 2022-03-02
  • TX RA
    APPROVED_RES
    Since 2021-03-30
  • MA RA
    APPROVED
    Since 2020-11-10
  • LA RA
    APPROVED
    Since 2020-06-24
  • SC RA
    APPROVED
    Since 2020-01-15

Branch Locations

102 Trade Zone Dr., Suite 20A, West Columbia, SC 29170 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ccm Investment Advisers, Llc Columbia SC 09/2016 11/2019
Axio Wealth Management, Inc. West Columbia SC 12/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-22
  • S65 Uniform Investment Adviser Law Examination
    2013-01-22
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

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Jennifer Suzanne Wilkes
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Nearby Offices

BROOKSTONE WEALTH ADVISORS, LLC · West Columbia, SC
STATE FARM INVESTMENT MANAGEMENT CORP. · West Columbia, SC
PERIGON WEALTH MANAGEMENT, LLC · West Columbia, SC

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