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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-12-2004
- Office Locations
- 3
Office Locations
About Auxan Capital Advisors, LLC
Auxan Capital is a fee-only RIA providing personalized retirement, investment, and legacy planning through ongoing wealth management. Portfolios may be actively managed, with an activity-based fee component tied to the level of research and oversight required. Team of 8 advisor reps with 20+ years advising clients and a firm podcast for ongoing updates.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES DEREK SCHMIDLY
ADVISOR, Managing Member, Owner, PRINCIPAL
- CRD
- #5093134
- Ownership
- 50% but less than 75%
Sandra Kay Schmidly
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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TIMOTHY LEE BAKER
Investment Advisor Representative
- CRD
- #1848450
DWIGHT ALAN FAY SR
Investment Advisor Representative
- CRD
- #2154399
Showing 2 of 9 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,638,927 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,638,927 | -- |
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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 |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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