Auctus Advisors LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 289489
- Registered since
- October 25, 2017
- Website
- auctusadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI94.66%
- Individuals5.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Auctus Advisors LLC is an independent registered investment adviser organized as an LLC that registered with the SEC in 2017. The firm serves both individual/family clients and institutional accounts and describes itself as a capital allocator that selects external managers in addition to running discretionary portfolios. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-related services, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM, fixed fees and other fee structures. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$107M in ETFs
2%
$2.2M
97%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PUTNAM FOCUSED LARGE CAP VALUE ETF (PVAL) | Active | Large Value | $50M | 950,048 | 46.89% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 325 Arlington Ave
- Time zone
- ET (UTC-5)
- Office locations
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