Ataraxis Financial

Overview

Ataraxis Financial is an independent registered investment adviser organized as a limited liability company and held by an individual principal. The firm focuses on serving individuals and families, and also provides portfolio management for small businesses alongside financial planning services. Its billing model includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor and is not listed as a multi-state adviser; it is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives