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AUXANO ADVISORS

Legal name: AUXANO ADVISORS, LLC

CRD 145179File 801-68424
APPROVED
Retail clients
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.78B
Top 25% of cohort (national)
Discretionary AUM
$1.64B
Non-discretionary $137.3M
Clients
724
2,286 accounts
Employees
15
Top 25% of cohort in WA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Oct 4, 2007
Principal office
10900 NE 4TH STREET, SUITE 1950, BELLEVUE, WA, 98004
Phone
(425) 889-1261

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.78B
Discretionary AUM
$1.64B
Non-discretionary AUM
$137.3M
Discretionary accounts
2,186
Non-discretionary accounts
100
Total accounts
2,286
AUM per client
$2.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$18.6M
Charitable organizationsFewer than 5$15.7M
High net worth individuals268$1.53B
Pension and profit sharing plansFewer than 5$38.0M
Individuals (other than high net worth individuals)456$178.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

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