# 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.

- CRD: 145179
- Filed as: AUXANO ADVISORS
- Legal name: Auxano Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145179
- AdvisorCensus page: https://advisorcensus.com/firm/auxano-advisors-bellevue-wa-145179

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 16, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,777,095,540
- Discretionary: $1,639,750,290
- Non-discretionary: $137,345,250

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 456 | $178,700,500 |
| High net worth individuals | 268 | $1,526,028,620 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $38,027,520 |
| Charitable organizations | Fewer than 5 | $15,723,800 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $18,615,100 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2007 (18 years)
- Employees: 15 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, HI, ID, IL, LA, MI, MT, NY, OH, OR, PA, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- auxanoadvisors.com
- Facebook @auxanoadvisors
- LinkedIn @auxano-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $907,894,400 | 13 | March 28, 2021 |
| October 2022 | $1,029,592,999 | 15 | March 29, 2022 |
| October 2023 | $1,024,874,400 | 15 | May 3, 2023 |
| October 2024 | $1,269,622,086 | 13 | March 19, 2024 |
| October 2025 | $1,451,480,190 | 14 | March 11, 2025 |
| October 2026 | $1,777,095,540 | 15 | September 9, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Auxano Advisors (CRD 145179): Form ADV filing data as of October 2026.