Auxier Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aurora, OR. Its latest Form ADV filing, dated March 31, 2026, reports $946M in regulatory assets under management, 11 employees, and 506 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.6% of total clients.
Top client categories% of clientsClients
1
Individuals
68.6%
347
2
HNWI
23.5%
119
3
Corporations
4.0%
20
4
Charitable
2.0%
10
5
Pension Plans
1.8%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$946Mas of March 31, 2026
Discretionary98.7%
$934M
99% of total RAUM98.7%
Non-discretionary1.3%
$12M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$946M
Total Accounts506
10Y AUM Change+$341M (+56.5%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee46:1
10Y Employee Change+5 (+83.3%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.