AUGULIS FINANCIAL FIRM, L.L.C.

Overview

Augulis Financial Firm, L.L.C. is an independent registered investment adviser organized as an LLC that focuses on fee-based wealth management for individual and family clients, with some work for small-business owners. The firm charges clients a percentage of assets under management and delivers core services that include financial planning, discretionary portfolio management and educational seminars or workshops. Management favors pooled public vehicles as the primary investment sleeve and uses third-party custodial services to centralize custody and reporting. The firm is classified as owner-operated (individual owner type) and does not position itself as a capital allocator or pension consultant. It is not an active ESG investor and its practice is oriented toward direct advisory relationships rather than multi-state or institutional advisory models.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices