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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-2017
- Office Locations
- 2
Office Locations
About Auctus Advisors LLC
Auctus Advisors is an independent, fee-only fiduciary RIA providing tailored wealth and family-office style advice for entrepreneurs, C-level executives, and professional athletes. The firm delivers balance sheet and cash-flow planning, customized portfolio management, philanthropic planning, and generational wealth transfer, building bespoke portfolios through rigorous due diligence. Custody is supported through its relationship with Charles Schwab, and #AuctusGives directs a portion of firm profits to client-nominated charities.
Team overview
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Technology
Owner & Executives
DAVID BILBE MILLER
Chief Compliance Officer, Partner, PRINCIPAL
- CRD
- #4819204
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MALLEN URSO BRUGGEMAN
Director
- CRD
- #6456640
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $612,923,272 | $838,472 |
| Non-Discretionary | $0 | -- |
| Total | $612,923,272 | $838,472 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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