Investment adviser · CRD 118439
AUTUS ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
SCOTTSDALE, AZ, United States · Form ADV filed Oct 21, 2022
- Regulatory AUM
- $1.44B Form ADV · Item 5.F
- Client accounts
- 2,407 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,099 | $1,060,090,110 | 73.7% |
| Individuals | 1,303 | $321,586,745 | 22.3% |
| Other investment advisers | Fewer than 5 | $31,073,499 | 2.2% |
| Charities | 4 | $21,450,299 | 1.5% |
| Retirement plans | 1 | $4,689,350 | 0.3% |
Filing source
Form ADV 1682799 · Oct 21, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 21, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
16435 NORTH SCOTTSDALE ROAD, SUITE 105SCOTTSDALE, AZ, 85254, United States
CRD 118439
Filing source
Form ADV 1682799 · Oct 21, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.