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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Optima northNorth foundation +more
- Established Date
- 11-25-2014
- Office Locations
- 1
Office Locations
About Auour Investments LLC
Auour Investments is a Massachusetts-based RIA serving retail and institutional clients with a risk-managed, total-return approach across global markets. The team builds client-specific portfolios using ETFs, mutual funds and active asset allocation, and provides financial planning and portfolio construction support. Differentiator: the proprietary Auour Regime Model (ARM) monitors market risk and informs downside-mitigation positioning, shared via regular monthly commentary.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH BYRON HOSLER
Chief Compliance Officer, Managing Member - Cco
- CRD
- #1290907
- Ownership
- 25% but less than 50%
ROBERT ZLATKO KUFTINEC
Managing Director, Managing Member
- CRD
- #2299726
- Ownership
- 25% but less than 50%
Zenith value
Beacon pioneer
- CRD
- #70830
- Ownership
- 31.2%
Showing 2 of 3 owners & executives
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MARK PATRICK NAYLOR
Managing Director
- CRD
- #2306553
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $354,351,864 | $435,857 |
| Non-Discretionary | $23,655,252 | $1,182,763 |
| Total | $378,007,116 | $453,790 |
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Separately Managed Accounts
Total SMA Asset: $378,007,116
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $322,622,023 | 7.8% |
| Equity - Exchange | $1,435,254,386 | 34.7% |
| Equity - OTC | $1,220,173,037 | 29.5% |
| Cash | $583,201,350 | 14.1% |
| Private Funds | $574,928,992 | 13.9% |
| Total | $4,136,179,788 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL BRIDGE CREST | FOUNDATION ALPHA | ZQJ7SQWGE | VOA | 11.58% | $35,049,495 |
| PRIME MERIDIAN | NORTH ALPHA | HCHULU6OW | MYYW | 5.96% | $29,440,789 |
| LEGACY LEGACY FRONTIER | BEACON VALUE | UCNGSQZCO | CGSI | 8.71% | $101,539,641 |
| ATLAS MERIDIAN | RIDGE FOUNDATION | U50AXR51A | CPHJ | 5.45% | $10,316,875 |
| NORTH EAGLE | BRIDGE EAGLE | BQQBXI2MO | HTIX | 5.15% | $55,130,602 |
| NORTH HORIZON | EAGLE RADIAL | M4A6FMP26 | HVCF | 10.45% | $89,306,203 |
| EAGLE MATRIX SIGNAL | ALPHA HARBOR | L6N4FC60W | UANPX | 3.90% | $42,523,640 |
| EAGLE SUMMIT NORTH | EAGLE TIMBER | R1TEQWJU8 | AXSLA | 0.99% | $21,150,103 |