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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
- Website
- https://auxanoadvisors.com/
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 type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $18.6M |
| Charitable organizations | Fewer than 5 | $15.7M |
| High net worth individuals | 268 | $1.53B |
| Pension and profit sharing plans | Fewer than 5 | $38.0M |
| Individuals (other than high net worth individuals) | 456 | $178.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

