Auxan Capital Advisors, LLC logo

Auxan Capital Advisors, LLC

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Total assets under management

$89,638,927

Total clients

559

3% high-net worth

Total advisors

8

of 8 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

70

Average account size

$160,356

About

Auxan Capital Advisors is a mid-sized advisory team that serves individual and high‑net‑worth clients, trusts, charitable organizations, and employer retirement plans. The firm provides discretionary portfolio management across both active and passive strategies, and offers retirement plan advisory services in a limited‑scope (3(21)) fiduciary role.

The firm’s investment process blends statistical modeling with charting, fundamental, technical, and cyclical analysis to construct and re‑optimize client portfolios, with an emphasis on adjusting equity and bond exposure based on measured market risk. Portfolios may be managed directly or via selected sub‑advisors and can employ trading techniques such as options, margin/borrowing, short sales, and leveraged or inverse products, which the firm identifies as carrying elevated risk.

Auxan discloses several features that are less common among similar team firms: one of the firm’s owners operates a separate, full‑time real estate business that is disclosed as an affiliated but non‑soliciting activity, and some advisory representatives are licensed insurance agents who receive external compensation from insurance sales. The firm also uses multiple custodial platforms (including Betterment, Charles Schwab, and Interactive Brokers), leverages borrowing and margin in managed accounts, and documents these relationships and potential conflicts with mitigation procedures.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Active portfolio management Passive / index investing

Fee options

Percentage

$0 - $50,000: 0.75% $50,001 - $100,000: 0.55% $100,001 - $500,000: 0.50% $500,001 - $1,000,000: 0.45% $1,000,001 - $2,000,000: 0.35% $2,000,001 - $5,000,000: 0.25% $5,000,001 - $10,000,000: 0.15% $10,000,001+: 0.05%

Other

Account minimum: $20,000

Main office location

Auxan Capital Advisors, LLC

2215 W Chesterfield Blvd, Suite 10

Springfield MO 65807, United States

Number of offices

2

Most active in

Arkansas · Kansas · Louisiana · Missouri · Ohio · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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