Auctus Advisors LLC

Auctus Advisors, LLC is a Registered Investment Adviser established in October 2017, with David Miller as the principal owner. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Auctus Advisors may request discretionary authority from clients to make investment decisions in accordance with fiduciary duties. The firm specializes in portfolio management, pension consulting, and financial planning, with a focus on mutual funds and ETFs. Auctus Advisors charges asset-based fees not to exceed 1.00% annually, with fees calculated based on the value of assets under management. Clients are responsible for third-party fees, and fees are paid in advance or arrears depending on the service. The firm does not participate in wrap fee programs and had $424,640,492 in combined assets under management and advisement as of 12/31/2023. Auctus Advisors' investment strategies include cyclical analysis, fundamental analysis, modern portfolio theory, and quantitative analysis, with risks associated with each strategy outlined. The firm does not accept performance-based fees and generally serves individuals, high-net-worth individuals, pension plans, charitable organizations, and corporations. Auctus Advisors' brokerage practices prioritize best execution and utilize Schwab as the custodian. The firm does not have custody of client assets and provides discretionary and non-discretionary investment advisory services. Auctus Advisors does not accept voting authority for client securities.