AUXARC ASSET MANAGEMENT COMPANY

RIASEC Registered
Total AUM
$10.8M
Discretionary
$10.8M
100% of AUM
Avg account
$189K
Accounts
57
Employees
1
Advisory reps
1

Firm details

Headquarters
SILOAM SPRINGS, Arkansas
CRD number
154173
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI59.19%
  • Individuals40.81%
Services
Portfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Auxarc Asset Management Company is a small, privately owned limited liability company that provides advisory services to individual and family clients. The firm charges advisory fees on a percentage-of-assets basis and also offers hourly consulting. Its client-facing services center on discretionary portfolio management for individuals and small businesses, supplemented by investor education through periodicals, newsletters, and seminars or workshops. Auxarc does not describe itself as an ESG-focused manager, and it is not positioned as a pension consultant, multi-state adviser, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Cash & Cash Equivalents 39%, US Government Bonds 7%54%
  • Exchange Traded Equities54%
  • Cash & Cash Equivalents39%
  • US Government Bonds7%

Contacts

1 of 1
  • GERALD DONNER

    OwnerCRD 1856602

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SILOAM SPRINGS, AR

BENTON

Location

SILOAM SPRINGS, AR

Headquartered in SILOAM SPRINGS, AR, in the South of the United States.

Region
South
County
BENTON
Address
106 W Tulsa St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth