Auxan Capital Advisors, LLC

RIASEC Registered

Total AUM

$89.6M

Discretionary

$89.6M

100% of AUM

Avg account

$101K

Accounts

887

Employees

Advisory reps

Firm details

Headquarters: Springfield, Missouri
CRD number: 133061
Website: auxancapital.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: Individuals71.61%
HNWI20.85%
Charitable Organizations5.47%
Corporations / Businesses2.07%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Auxan Capital Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm acts as a capital allocator for both individual & family and institutional clients, charging fees based on a percentage of assets under management. Auxan combines advisory services—portfolio management for individuals and small businesses, pension consulting, and selection of other advisers—with insurance brokerage activities. The snapshot data flags the firm as not active on ESG and notes it is not classified as a multi-state adviser, though the firm maintains multiple offices (see Location & Offices).