ATARAXIS ADVISORS LLC

Overview

Ataraxis Advisors LLC is a small, fees-based advisory firm that runs a traditional, multi-client wealth management practice focused on individual and family clients while also serving institutional or business accounts. The firm structures client relationships around financial planning and discretionary portfolio management, and it also offers pension consulting and selection-of-other-advisers services. Its advisory menu includes both ongoing portfolio management and project work billed hourly or via fixed fees, with a material portion of revenue generated from percentage-of-AUM fees. Investment behavior is tilted toward publicly offered pooled vehicles. The firm’s portfolio construction appears to use mutual funds and other public fund wrappers as the core building blocks, while employing third-party alternative fund managers and insurance products as satellite allocations. Ataraxis Advisors maintains brokerage and insurance relationships that support annuity placement and access to external alternative managers, reflecting a mix of model- and manager-driven implementation rather than in-house direct private-market sourcing. Ataraxis does not identify as an ESG-focused investor, is not registered as a multi-state adviser, and operates with an individual ownership structure. Its custody relationships and product access allow it to combine liquid core holdings with more specialized allocations when appropriate for client goals.

Assets & Accounts

Investments & Alternatives

Location & Offices