Auxan Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$82,882,900
Clients
559
Advisors
8
across 2 offices
About
Auxan Capital Advisors serves individuals (including high‑net‑worth clients), trusts, charitable organizations, and corporate clients, and provides discretionary portfolio management across active and passive strategies as well as limited‑scope ERISA 3(21) retirement plan advisory services. The firm manages client accounts through multiple custodial platforms and may appoint sub‑advisors to oversee portions of client portfolios.
The firm typically provides discretionary portfolio management with continuous supervision and re‑optimization, offering concentrated equity, ETF/mutual fund, and passive strategies. Auxan describes a hybrid analytical process that combines statistical risk models with charting, fundamental, technical, and cyclical analysis to adjust exposures, and the brochure discloses that some strategies may use borrowing/margin and leveraged or inverse products along with the attendant risks.
Noteworthy distinctions include an ownership link to a separately operated real estate business (a passive owner is a full‑time licensed real estate agent), a practice where some investment advisor representatives receive external compensation as insurance agents, and the firm’s explicit omission of standalone financial planning services. The brochure also discloses that the firm maintains a proprietary trading account and uses the Betterment for Advisors platform (where Betterment may receive delegated proxy‑voting authority for accounts on that platform).
Client services
Expertise
Fee options
$0 - $50,000: 0.75% (Betterment Passive) $50,001 - $100,000: 0.55% (Betterment Passive) $100,001 - $500,000: 0.50% (Betterment Passive) $500,001 - $1,000,000: 0.45% (Betterment Passive) $1,000,001 - $2,000,000: 0.35% (Betterment Passive) $2,000,001 - $5,000,000: 0.25% (Betterment Passive) $5,000,001 - $10,000,000: 0.15% (Betterment Passive) $10,000,001+: 0.05% (Betterment Passive) $0 - $50,000: 1.0% (Charles Schwab Passive) $50,001 - $100,000: 0.8% (Charles Schwab Passive) $100,001 - $500,000: 0.75% (Charles Schwab Passive) $500,001 - $1,000,000: 0.7% (Charles Schwab Passive) $1,000,001 - $2,000,000: 0.6% (Charles Schwab Passive) $2,000,001 - $5,000,000: 0.5% (Charles Schwab Passive) $5,000,001 - $10,000,000: 0.4% (Charles Schwab Passive) $10,000,001+: 0.3% (Charles Schwab Passive)
Account minimum: $20,000 for Interactive Brokers accounts; $0 (no minimum) for Betterment, Charles Schwab, and American Funds accounts Fee-only: Active Management Strategy fees: Concentrated Growth Strategy 1.9% annually; ETF/Mutual Fund Strategies 1.0% annually; Passive Equity Strategies 1.0% annually; Individual Bonds/CDs 0.3% annually
Main office
See office2215 W Chesterfield Blvd, Suite 10
Springfield MO 65807
Advisors at this office
7
Offices (2)
Most active in
Arkansas · Kansas · Louisiana · Missouri · Ohio · Tennessee · Texas
Also doing business as
Auxan Capital Advisors LLC · Auxan Capital Advisors, LLC · Blaicol Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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