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| Auctus Advisors LLC
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| CRD # | 289489 |
| SEC # | 801-111919 |
| CIK # | 0002042516 |
| AUM | 612.9 M (2026-05-12) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 704-533-9880 |
| Address | 325 Arlington Avenue Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002042516 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.7 | ||
| Wells Fargo & Co/MN | 1.4 | ||
| SPDR Gold Trust | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| Colgate Palmolive Co | 0.9 | ||
| Microsoft Corp | 0.8 | ||
| Nike Inc | 0.6 | ||
| Nvidia Corp | 0.5 | ||
| Capital One Financial Corp | 0.5 | ||
| Owens Corning | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Broadcom Inc | 0.4 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Facebook Inc | 0.3 | ||
| Costco Wholesale Corp /NEW | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Heico Corp | 0.2 | ||
| Isoray Inc | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 32.7 |
| (b) Individuals (high net worth individuals) | 129 | 580.2 |
| (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 | 731 | 612.9 |
| By Discretionary | ||
| Discretionary | 731 | 612.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 731 | 612.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 611.4 | |
| Total | 731 | 612.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002042516] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 14 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mystic Asset Management Inc
✚
|
RI | 614.6 M |
|
ZEGA Investments LLC
✚
|
FL | 614.0 M |
|
Safe Harbor Family Capital LLC
✚
|
NC | 613.9 M |
|
Capital A Wealth Management LLC
✚
|
PA | 612.9 M |
|
Private Wealth Management Group LLC
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NJ | 612.8 M |
|
Wealth Watch Advisors Inc
✚
|
CO | 612.4 M |
|
Quartz Partners LLC
✚
|
NY | 611.9 M |
|
Highmark Wealth Management LLC
✚
|
MN | 611.7 M |
|
Steffes Financial Ltd
✚
|
KS | 611.5 M |
|
Arbor Trust Wealth Advisors LLC
✚
|
MI | 611.4 M |