RIA Intel›Advisers›California›AUXI ASSET MANAGEMENT, LLC

AUXI ASSET MANAGEMENT, LLC

Advisory

DANVILLE, CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in CA

#2,831

of 5,480 advisers by AUM

Average account

$2M

across 57 accounts

AUM per adviser

$49M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$97M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$97M

Discretionary AUM$75M

Non-Discretionary AUM$23M

Discretionary %76.9%

Total Clients58

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

42 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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