{"url":"https://nivawealth.com/firms/auour-investments-173392","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/173392","regulatoryAum":378007116,"crd":"173392","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2505854","suffix":"MR.","lastName":"DOERR","firstName":"KENNETH","middleName":"JAMES"},{"crd":"1290907","suffix":null,"lastName":"HOSLER","firstName":"JOSEPH","middleName":"BYRON"},{"crd":"2299726","suffix":null,"lastName":"KUFTINEC","firstName":"ROBERT","middleName":"ZLATKO"},{"crd":"2306553","suffix":null,"lastName":"NAYLOR","firstName":"MARK","middleName":"PATRICK"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-25","regulatoryAum":255439123,"clients":297,"employees":4,"offices":1},{"filedOn":"2022-03-25","regulatoryAum":291836392,"clients":325,"employees":5,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":287987510,"clients":344,"employees":6,"offices":1},{"filedOn":"2024-03-25","regulatoryAum":316973126,"clients":370,"employees":7,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":340936157,"clients":369,"employees":7,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":378007116,"clients":375,"employees":7,"offices":1}],"secFileNumber":"801-80544","legalName":"Auour Investments LLC","displayName":"Auour Investments","slug":"auour-investments-173392","website":"https://auour.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/auour-advisory-llc/","founded":"2013","organization":"Massachusetts limited liability company","fiscalYearEnd":"December","headquarters":{"street":"400 Tradecenter, Suite 3990","city":"Woburn","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"01801"},"tradeNames":[],"registration":{"secApproved":"25 November 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":989605.5840220386,"staff":{"employees":7,"advisory":4,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":378007116,"discretionary":354351864,"discretionaryAccounts":813,"nonDiscretionary":23655252,"nonDiscretionaryAccounts":20,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":296,"regulatoryAum":122831329},{"label":"High-net-worth individuals","clients":67,"regulatoryAum":236395498},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":3004815},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":10084250},{"label":"Corporations and other businesses","clients":8,"regulatoryAum":5691224}],"feePrograms":[{"role":"main","program":"Directly Managed Separate Accounts","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":5000000,"pct":0.75,"from":1000000},{"to":null,"pct":0.5,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025573","versionId":1025573,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-25","documentName":"AUOUR PART 2A BROCHURE","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:01:00.385908+00:00","documents":[{"name":"AUOUR PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025573","versionId":1025573,"submittedOn":"2026-03-25"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":187062071},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":162794159}],"custodyNote":"Auour Investments has custody of $14.3M for 13 clients.","otherCustodians":[],"leadership":[{"name":"Kenneth Doerr","title":"Managing Member","crd":"2505854"},{"name":"Joseph Hosler","title":"Managing Member - 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They include 296 individual clients, 67 high-net-worth individuals, and 8 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Auour Investments offer?","answer":"Auour Investments provides financial planning, portfolio management for individuals and small businesses, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Auour Investments charge?","answer":"Auour Investments charges 0.50%–1.00% a year for its Directly Managed Separate Accounts. Each asset band is charged at its own rate. The fee is billed in arrears.","source":"AUOUR PART 2A BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Auour Investments use?","answer":"Auour Investments’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $187M and Charles Schwab & Co., Inc. (San Francisco, CA), with $163M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Auour Investments have?","answer":"Auour Investments has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Auour Investments invest in?","answer":"At the end of its last fiscal year, Auour Investments’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 5% non-exchange-traded equities, 3% cash and equivalents and 2% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Auour Investments?","answer":"Auour Investments’ direct owners are Joseph Hosler, Robert Kuftinec and Kenneth Doerr, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Auour Investments get paid?","answer":"Auour Investments is paid through a percentage of assets under management. 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