Auctus Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Auctus Advisors LLC
CRD #289489
SEC #801-111919
CIK #
AUM $401.4 MM (2024-01-23)
Employees 3 (67% Investors, 0% Brokers)
Phone704-533-9880
Address325 Arlington Avenue
Charlotte, NC 28203
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
4503602701809002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 75 36.2
(b) Individuals (high net worth individuals) 123 365.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 14 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 671 401.4
By Discretionary
Discretionary 671 401.4
Non-Discretionary 0 0.0
Total 671 401.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 401.4
Total 671 401.4
Comparable Firms State AUM ($BB)
Strengthening Families & Communities LLC
MA 0.4
Lifeinvest Wealth Management Ltd
FL 0.4
Second Line Capital LLC
LA 0.4
Aviso Wealth Management
WA 0.4
Yarger Wealth Strategies LLC
OH 0.4
Kolinsky Wealth Management LLC
NJ 0.4
Shorehaven Wealth Partners LLC
NJ 0.4
Meridian Financial Partners LLC
VA 0.4
Symmetry Capital Advisors LLC
TX 0.4
Tempus Wealth Planning LLC
CA 0.4
Terms | Privacy | Guide
tony@aum13f.com