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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Auxano Advisors have?","answer":"Auxano Advisors has 8 investment adviser representatives registered with state securities authorities, out of 15 employees, and 8 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 Auxano Advisors invest in?","answer":"At the end of its last fiscal year, Auxano Advisors’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 7% cash and equivalents, 6% non-exchange-traded equities and 2% investment grade corporate bonds.","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 Auxano Advisors?","answer":"Auxano Advisors’ direct owners are Peter Cline (75% or more) and Alexander Lee (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Auxano Advisors get paid?","answer":"Auxano Advisors is paid through a percentage of assets under management. 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