AUXAN CAPITAL ADVISORS, LLC

Overview

Auxan Capital Advisors, LLC operates as a boutique advisory and capital-allocation firm serving both individual and institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Auxan also acts as an insurance broker and lists a real estate broker affiliation, indicating it layers insurance and real-estate related services onto its advisory offering. Investment activity is centered on managed account solutions and public investment vehicles, with the firm functioning as a capital allocator—deploying client capital across mutual funds, separately managed accounts, and external managers when appropriate. Auxan is not positioned as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices