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Auxier Asset Management

Updated today

Client assets under management

$494,634,671

Clients

466

26% high-net worth

Advisors

6

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

78

High

Average account size

$1,061,448

About

Auxier Asset Management provides discretionary portfolio management primarily for individual and high‑net‑worth clients and also advises investment companies, pension and profit‑sharing plans, trusts, estates and other entities. The firm manages primarily equity and balanced accounts and serves clients through direct advisory relationships as well as participation in a wrap‑fee program offered through RBC Wealth Management, reporting approximately $946 million in regulatory assets under management as of December 31, 2025.

The firm follows a value‑oriented investment approach grounded in fundamental financial analysis—screening companies by measures such as dividend yield and price‑to‑earnings and favoring long‑term positions when fundamentals improve. Auxier provides retirement capital analysis using cash‑flow modeling and Monte Carlo simulations as a complement to portfolio management and uses AI tools to assist research and operations while retaining human review and oversight.

Noteworthy differences from many peers include serving as the adviser to the Auxier Focus Fund and recommending that mutual fund to clients (with disclosures of the related conflicts), and reporting composite performance in accordance with the Global Investment Performance Standards with independent verification available upon request. The firm also participates in a third‑party wrap program and engages an outside asset‑recovery advocate to monitor and pursue class‑action claims on behalf of clients, with any recovery‑related fees deducted from settlement proceeds.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Income planning Real estate investing Wealth management

Fee options

Fixed

Per-project rates for pension consulting and other services

Percentage

$0 - $1,000,000: 1.10% $1,000,000+: 1.00%

Other

Account minimum: $2,000,000

Main office location

Auxier Asset Management

15668 Ne Eilers Rd

Aurora OR 97002, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Idaho · Oregon · Texas · Virginia · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

James A

Series 63, Series 65

Aurora, OR

Auxier Asset Management

James Auxier is a financial advisor with Auxier Asset Management in Aurora, Oregon, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Auxier Asset Management since 1998 and previously worked at Foreside Fund Services from 2014 to 2021. Outside of his advisory role, he is involved in agricultural ventures, including hazelnut farming and cattle operations, and serves as a director of a charitable foundation. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, and institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, managing diversified equity and balanced portfolios while also advising a registered mutual fund and participating in an outsourced wrap fee program.

Retirement income strategy Income planning Real estate investing Wealth management
user avatar

Mitchell I

Series 63, Series 65

Aurora, OR

Auxier Asset Management

Mitchell Iliyn is a financial advisor at Auxier Asset Management with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foreside Fund Services, LLC. Mitchell’s role includes research analysis, providing written investment recommendations to portfolio managers. Auxier Asset Management offers investment supervisory services to individuals, high-net-worth investors, and various institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation and manages diversified equity and balanced portfolios, including advisory services for a registered mutual fund.

Retirement income strategy Income planning Real estate investing Wealth management
user avatar

James A

Series 63, Series 65

Aurora, OR

Auxier Asset Management

James Auxier is a financial advisor at Auxier Asset Management in Aurora, Oregon, with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Foreside Fund Services, LLC. Auxier's role includes researching companies and providing fundamental analysis to portfolio managers. Auxier Asset Management offers discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, and institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, managing diversified equity and balanced portfolios, and serving as adviser to a registered mutual fund.

Retirement income strategy Income planning Real estate investing Wealth management
user avatar

Christina B

Series 63

Aurora, OR

Auxier Asset Management

Christina Badrick is a financial advisor at Auxier Asset Management with 31 years of industry experience. She has been with Auxier since 1998 and previously worked at Foreside Fund Services for seven years. Outside of her advisory role, she serves as treasurer and board member of the Animal Rescue & Care Fund, a nonprofit focused on the rescue, medical assistance, and adoption of homeless companion animals. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a value-oriented, fundamental analysis approach aimed at long-term capital appreciation, managing diversified equity and balanced portfolios tailored to client objectives.

Retirement income strategy Income planning Real estate investing Wealth management
user avatar

Luke A

Series 65

Aurora, OR

Auxier Asset Management

Luke Auxier is a financial advisor at Auxier Asset Management in Aurora, OR, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he worked at Deloitte and Touche for seven years and has academic experience at Oregon State University and Texas Christian University. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, institutions, and charitable organizations. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation and manages diversified portfolios including equity, balanced, and fixed-income investments.

Retirement income strategy Income planning Real estate investing Wealth management
user avatar

Lillian W

Series 63, Series 65

Aurora, OR

Auxier Asset Management

Lillian Widolff is a financial advisor with Auxier Asset Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Auxier Asset Management since 2003 and previously at Foreside Fund Services, LLC for nine years. In addition to her advisory role, she serves as operations and compliance manager and chief compliance officer for the Auxier Fund. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, institutions, and various entities. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation and business fundamentals, managing diversified equity and balanced portfolios and advising a registered mutual fund.

Retirement income strategy Income planning Real estate investing Wealth management
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