AUXI ASSET MANAGEMENT, LLC

Overview

Auxi Asset Management, LLC is a small, fee-based investment adviser that focuses on active portfolio management for individuals, families and small businesses, with select relationships for business or institutional clients. The firm runs discretionary and non-discretionary accounts but shows a clear preference for public equities as the core allocation. It does not emphasize ESG strategies and is not registered as a multi-state adviser, signaling a concentrated geographic footprint and client base. Investment activity centers on liquid, exchange-traded securities as the primary building blocks of client portfolios, with complementary allocations to mutual funds and annuities where appropriate for diversification or income needs. Auxi Asset Management does not act as a capital allocator or run third-party funds; instead it engages external managers when deploying capital into private markets and alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices