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AUXIER ASSET MANAGEMENT

Legal name: AUXIER ASSET MANAGEMENT LLC

CRD 107980File 801-55757
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$946.1M
Above cohort median (national)
Discretionary AUM
$933.6M
Non-discretionary $12.5M
Clients
506
506 accounts
Employees
11
Top 25% of cohort in OR

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Jul 1, 1998
Principal office
15668 NE EILERS RD, AURORA, OR, 97002
Phone
503-885-8807

Assets & accounts

ADV Item 5F
Total regulatory AUM
$946.1M
Discretionary AUM
$933.6M
Non-discretionary AUM
$12.5M
Discretionary accounts
493
Non-discretionary accounts
13
Total accounts
506
AUM per client
$1.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other20$107.3M
Investment companies1$315.9M
Charitable organizations10$13.1M
High net worth individuals119$389.4M
Pension and profit sharing plans9$15.1M
Individuals (other than high net worth individuals)347$105.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.