Auxier Asset Management LLC

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Auxier Asset Management LLC
CRD #107980
SEC #801-55757
CIK #0001105863
AUM 946.1 M (2026-03-31)
Employees 11 (55% Investors, 0% Brokers)
Phone503-885-8807
Address15668 NE Eilers Rd
Aurora, OR 97002
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($M)
100080060040020001999200820172027
CIK Period
0001105863
Sector Form 13F Holdings Value ($M)
Philip Morris International Inc 34.0
Microsoft Corp 31.4
Alphabet Inc 25.7
Kroger Co 24.6
UnitedHealth Group Inc 17.3
Johnson & Johnson 17.3
Corning Inc /NY 17.2
Wal Mart Stores Inc 17.0
Bank of America Corp /DE/ 15.1
Mastercard Inc 14.3
Merck & Co Inc 14.1
British American Tobacco PLC 12.9
Valero Energy Corp/Tx 12.8
Aflac Inc 12.6
PepsiCo Inc 12.2
Medtronic Holdings Ltd 12.0
Travelers Companies Inc 11.9
Wellpoint Inc 10.6
Visa Inc 10.5
Lowes Companies Inc 9.7
Altria Group Inc 9.6
American International Group Inc 9.4
Priceline Com Inc 9.0
Facebook Inc 8.8
Lincoln Educational Services Corp 8.8
BP PLC 8.3
Citigroup Inc 7.9
Home Depot Inc 7.7
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 347 105.2
(b) Individuals (high net worth individuals) 119 389.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 315.9
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 9 15.1
(h) Charitable organizations 10 13.1
(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 20 107.3
(n) Other 0 0.0
Total 506 946.1
By Discretionary
Discretionary 493 933.6
Non-Discretionary 13 12.5
Total 506 946.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 946.1
Total 506 946.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001105863]
Firm Profile (Form ADV)
Discretionary AUM$0.5B
ServesInstitutional, Retail
Comparable Firms State AUM
Brickley Wealth Management
CA 950.1 M
SMI Advisory Services LLC
IN 949.0 M
The Mosaic Financial Group LLC
IL 948.7 M
Destiny Wealth Partners LLC
FL 947.3 M
Lafayette Investments Inc
MD 942.8 M
Ashford Advisors LLC
NY 942.7 M
Hutchinson Capital Management
CA 941.7 M
Disciplined Investors LLC
TX 941.6 M
Fagan Associates Inc
NY 940.7 M
Rudney Associates Inc
CA 940.2 M
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