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Auctus Advisors LLC
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CRD # | 289489 |
SEC # | 801-111919 |
CIK # | |
AUM | $401.4 MM (2024-01-23) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 704-533-9880 |
Address | 325 Arlington Avenue Charlotte, NC 28203 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 75 | 36.2 |
(b) Individuals (high net worth individuals) | 123 | 365.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 14 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 671 | 401.4 |
By Discretionary | ||
Discretionary | 671 | 401.4 |
Non-Discretionary | 0 | 0.0 |
Total | 671 | 401.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 401.4 | |
Total | 671 | 401.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Strengthening Families & Communities LLC
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MA | 0.4 |
Lifeinvest Wealth Management Ltd
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|
FL | 0.4 |
Second Line Capital LLC
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|
LA | 0.4 |
Aviso Wealth Management
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|
WA | 0.4 |
Yarger Wealth Strategies LLC
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|
OH | 0.4 |
Kolinsky Wealth Management LLC
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|
NJ | 0.4 |
Shorehaven Wealth Partners LLC
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|
NJ | 0.4 |
Meridian Financial Partners LLC
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|
VA | 0.4 |
Symmetry Capital Advisors LLC
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|
TX | 0.4 |
Tempus Wealth Planning LLC
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|
CA | 0.4 |