AUXIER ASSET MANAGEMENT

RIASEC RegisteredEst. 1998

Total AUM

$946M

Discretionary

$934M

99% of AUM

Avg account

$1.9M

Accounts

506

Employees

Advisory reps

Firm details

Headquarters: AURORA, Oregon
CRD number: 107980
Registered since: July 1, 1998
Website: auxierasset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI41.16%
Investment Companies33.4%
Corporations / Businesses11.34%
Individuals11.12%
Pension & Profit Sharing Plans1.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Auxier Asset Management is an independent, SEC-registered RIA organized as an LLC and operating since 1998. The firm is owned domestically by individuals and provides fee-based advisory services charged as a percentage of assets under management. Its client mix includes high-net-worth individuals and families as well as institutional and corporate accounts. Core advisory capabilities listed in filings cover financial planning and discretionary portfolio management across individuals, small businesses, investment companies and other institutions. The firm reports a preference for equities as the primary asset class and does not identify as an ESG-focused manager or as a multi-state adviser. Auxier is not listed as a capital allocator, which aligns with its role as a portfolio manager rather than an operator of pooled private funds.