Ataraxis Financial

Overview

Ataraxis Financial is an independent RIA organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly, and fixed fees. According to its filings it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Ownership is held by an individual practitioner rather than a larger institution. Advisory coverage is oriented toward client-facing planning and investment management rather than institutional or retirement-plan consulting. The firm's operating model appears to lean toward client-directed or collaborative engagement, given that filings show its assets are reported as non-discretionary.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices