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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CatalystSummit
- Established Date
- 07-01-1998
- Office Locations
- 1
Office Locations
About Auxier Asset Management
Auxier Asset Management is a research-driven active manager providing portfolio management, asset allocation, and portfolio construction for retail and institutional clients, including entrepreneurs. The team focuses on long-term compounding and disciplined capital allocation, with strategies that can span value/growth equities (including mid-cap), fixed income, and select foreign securities. Notable for 36+ years of portfolio-management experience across market cycles.
Team overview
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Owner & Executives
JAMES JEFFREY AUXIER
Financial Advisor, President
- CRD
- #1085665
- Ownership
- Less than 5%
LILLIAN MARIE WIDOLFF
Chief Compliance Officer
- CRD
- #2395068
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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James Edward Auxier
Chief Executive Officer, President
- CRD
- #6865653
Luke N Auxier
--
- CRD
- #7811916
Matrix eagle
Ridge wave pathway
- CRD
- #57852
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $933,612,696 | $1,893,738 |
| Non-Discretionary | $12,457,581 | $958,275 |
| Total | $946,070,277 | $1,869,704 |
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Separately Managed Accounts
Total SMA Asset: $630,127,371
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,742,973,315 | 22.2% |
| U.S. Government/Agency | $1,821,485,626 | 23.2% |
| Cash | $2,802,889,520 | 35.7% |
| Corporate - Investment Grade | $910,742,813 | 11.6% |
| Public Funds | $573,139,874 | 7.3% |
| Total | $7,851,231,148 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA ATLAS OPTIMA | VALUE UNISON | L6XLM0UMO | MJGX | 9.78% | $45,277,804 |
| OAK TIMBER CAPITAL | QUANTUM CAPITAL | Q1G43ICWL | RIRN | 3.22% | $13,189,885 |
| EMBER BEACON | INSIGHT MATRIX | H8TTXE395 | EYWJ | 3.02% | $72,572,419 |
| ELEMENT FOCUS PIONEER | ELEMENT ELEMENT | 63TA4J44X | SSFI | 4.95% | $64,843,714 |
| VECTOR ELEMENT | LEGACY ALPHA | 3PD88JDNH | HXRJ | 11.80% | $78,161,323 |
| PRIME LEGACY PIONEER | PRIME BRIDGE | T3OUH6DUL | VGBOH | 10.18% | $113,595,883 |
| QUANTUM EMBER MATRIX | DELTA INSIGHT | PFA7RT7XN | EVVK | 11.41% | $107,758,339 |
| ZENITH VECTOR | HORIZON VERTEX | 7XEO7OR9W | MFDB | 6.71% | $10,793,480 |