AdvisorCensus / Financial advisors / Washington / Seattle / Auxano Advisors
Auxano Advisors is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.
Quick answers
From the filingHow is Auxano Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Auxano Advisors reports these compensation arrangements: a percentage of assets under its management.
Where is Auxano Advisors located?
Auxano Advisors' principal office is in Bellevue, WA, according to its Form ADV.
Is Auxano Advisors registered with the SEC or a state?
Auxano Advisors is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 145179.
How much does Auxano Advisors manage?
Auxano Advisors reports $1,777,095,540 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (92% discretionary).
How have Auxano Advisors' assets and staff changed since 2021?
In the Form ADV data for Auxano Advisors: Regulatory assets under management: $907,894,400 in the October 2021 data and $1,777,095,540 in the October 2026 data, up 96%. Total employees: 13 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Auxano Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (456); high net worth individuals (268).
Which custodians does Auxano Advisors use?
Auxano Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Auxano Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145179
Does Auxano Advisors state an account minimum?
Its Form ADV Part 2A brochure dated June 16, 2026 says: "Auxano requires a minimum account of $1,000,000 for Investment Advisory clients. This minimum may be negotiable under certain circumstances."
What changed in Auxano Advisors' recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in CO, MT.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Auxano requires a minimum account of $1,000,000 for Investment Advisory clients. This minimum may be negotiable under certain circumstances.
As stated in the firm's Form ADV Part 2A brochure dated June 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,777,095,540 as of October 2026, filing dated September 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Auxano Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2007 (18 years)
- Employees
- Total: 15. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
18 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,777,095,540 | 15 | September 9, 2026 |
| October 2025 | $1,451,480,190 | 14 | March 11, 2025 |
| October 2024 | $1,269,622,086 | 13 | March 19, 2024 |
| October 2023 | $1,024,874,400 | 15 | May 3, 2023 |
| October 2022 | $1,029,592,999 | 15 | March 29, 2022 |
| October 2021 | $907,894,400 | 13 | March 28, 2021 |
Regulatory assets under management: $907,894,400 in the October 2021 data and $1,777,095,540 in the October 2026 data, up 96%.
Total employees: 13 in October 2021 and 15 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in CO, MT.
- April 2026
- Regulatory assets under management went from $1,451,480,190 to $1,777,095,540 (+22%).
- February 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Auxano Advisors (CRD 145179): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/auxano-advisors-bellevue-wa-145179