Auxano Advisors, Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $1.6B
- Clients
- 724
- Avg AUM / client
- $2.5M
- Accounts
- 2,286
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 456 | $179M | 10.1% |
| High net worth individuals | 268 | $1.5B | 85.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $38.0M | 2.14% |
| Charitable organizations | Fewer than 5 clients | $15.7M | 0.88% |
| Corporations and other businesses | Fewer than 5 clients | $18.6M | 1.05% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Wesson Cline | Founder, Chief Executive Officer, Chief Compliance Officer And Client Advisor | CFP | Jul 2007 (19y) | 75% or more |
| Alexander Kanghee Lee | Client Advisor | CFP | Jan 2008 (19y) | 10% – 25% |
| Dwight S. Whiting | Registered representative | Oct 2014 (12y) | ||
| Davis Mickey Walker | Registered representative | CFP | Mar 2020 (6y) | |
| Daniel Andrew Anderson | Registered representative | CFP | Mar 2023 (3y) | |
| Grayson Elliott Armstrong Unger | Registered representative | Jul 2023 (3y) | ||
| Jared Lee Donovan Davis | Registered representative | CFP | Sep 2023 (3y) | |
| Andrew S Matzen | Registered representative | CFA | Nov 2023 (3y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.7B (97% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗