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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AUXIER ASSET MANAGEMENT

AUXIER ASSET MANAGEMENT LLC, CRD 107980

AURORA, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:924a6ba1-0bee-e55e-4b94-ef783ed215af

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Mar 12, 2012 to Mar 31, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.52 fund_share=0.33 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $946MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $934M
Private client RAUM: $495MderivedItem 5.D individuals plus high net worth individuals
Private client share: 52%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $158Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 506
Individual clients: 347
High net worth clients: 119
Custody, client assets: $8.8M
SEC number: 801-55757
CIK: 1105863
CRD: 107980
Filings on the tape: 19
First filed: Mar 12, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, OR
Website: auxierasset.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES JEFFREY AUXIER	n/a	Aurora, OR	9	43	n/a	no
James Edward Auxier	n/a	Aurora, OR	8	19	n/a	no
Mitchell Paul Iliyn	n/a	Aurora, OR	6	17	n/a	no
Luke N Auxier	n/a	AURORA, OR	2	10	n/a	no
CHRISTINA LEE MILLS BADRICK	n/a	Aurora, OR	2	32	n/a	no
LILLIAN MARIE WIDOLFF	n/a	Aurora, OR	1	33	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AUXIER, JAMES, JEFFREY	President	Na	yes	07/1998	Mar 31, 2026	Mar 31, 2026
JA HOLDINGS, INC.	SOLE MEMBER	E	yes	01/2000	Mar 31, 2026	Mar 31, 2026
WIDOLFF, LILLIAN, MARIE	CHIEF COMPLIANCE OFFICER	Na	yes	07/2003	Mar 31, 2026	Mar 31, 2026
AUXIER, JAMES, JEFFREY	SHAREHOLDER 100%	E	yes	04/1999	Mar 12, 2012	Mar 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$946M	$934M	11	6	0	n/a	n/a
2024	Mar 11, 2025	$855M	$843M	11	6	0	n/a	n/a
2023	Mar 19, 2024	$832M	$821M	12	10	0	n/a	n/a
2022	Mar 23, 2023	$760M	$751M	9	9	0	n/a	n/a
2021	Mar 22, 2022	$791M	$782M	9	9	0	n/a	n/a
2020	Mar 25, 2021	$694M	$686M	10	10	0	n/a	n/a
2019	Mar 30, 2020	$683M	$675M	9	9	0	n/a	n/a
2018	Mar 29, 2019	$609M	$602M	9	9	0	n/a	n/a
2017	Mar 21, 2018	$680M	$668M	9	9	0	n/a	n/a
2016	Mar 8, 2017	$605M	$590M	6	5	n/a	n/a	n/a
2015	Mar 10, 2016	$590M	$584M	6	5	n/a	n/a	n/a
2014	Mar 13, 2015	$651M	$645M	6	6	n/a	n/a	n/a
2013	Mar 7, 2014	$647M	$641M	6	5	n/a	n/a	n/a
2012	Feb 28, 2013	$523M	$517M	6	5	n/a	n/a	n/a
2011	Mar 12, 2012	$439M	$433M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$946M	$855M	10.6%	$760M	7.6%	11	11	0	0

Relationships

Registered with (6)

← LILLIAN MARIE WIDOLFFAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← CHRISTINA LEE MILLS BADRICKAdvisorregistration: current employment
Feb 16, 2024 to presentfactForm ADV
← Luke N AuxierAdvisorregistration: current employment
Oct 9, 2023 to presentfactForm ADV
← Mitchell Paul IliynAdvisorregistration: current employment
Nov 18, 2019 to presentfactForm ADV
← James Edward AuxierAdvisorregistration: current employment
Jan 29, 2018 to presentfactForm ADV
← JAMES JEFFREY AUXIERAdvisorregistration: current employment
Nov 17, 2016 to presentfactForm ADV

Controls (3)

← AUXIER, JAMES, JEFFREYOwnerSHAREHOLDER 100%, ownership code E, individual
Mar 12, 2012 to Mar 19, 2024factForm ADV
← WIDOLFF, LILLIAN, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 12, 2012 to Mar 19, 2024factForm ADV
← JA HOLDINGS, INC.OwnerSOLE MEMBER, ownership code E, domestic entity
Mar 12, 2012 to Mar 19, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:924a6ba1-0bee-e55e-4b94-ef783ed215af
First observed: Mar 12, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AUXIER ASSET MANAGEMENT

AUXIER ASSET MANAGEMENT LLC, CRD 107980

AURORA, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:924a6ba1-0bee-e55e-4b94-ef783ed215af

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES JEFFREY AUXIER

n/a

Aurora, OR

n/a

James Edward Auxier

n/a

Aurora, OR

n/a

Mitchell Paul Iliyn

n/a

Aurora, OR

n/a

Luke N Auxier

n/a

AURORA, OR

n/a

CHRISTINA LEE MILLS BADRICK

n/a

Aurora, OR

n/a

LILLIAN MARIE WIDOLFF

n/a

Aurora, OR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AUXIER, JAMES, JEFFREY

President

yes

07/1998

Mar 31, 2026

JA HOLDINGS, INC.

SOLE MEMBER

yes

01/2000

Mar 31, 2026

WIDOLFF, LILLIAN, MARIE

CHIEF COMPLIANCE OFFICER

yes

07/2003

Mar 31, 2026

AUXIER, JAMES, JEFFREY

SHAREHOLDER 100%

yes

04/1999

Mar 12, 2012

Mar 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$946M

$934M

n/a

2024

Mar 11, 2025

$855M

$843M

n/a

2023

Mar 19, 2024

$832M

$821M

n/a

2022

Mar 23, 2023

$760M

$751M

n/a

2021

Mar 22, 2022

$791M

$782M

n/a

2020

Mar 25, 2021

$694M

$686M

n/a

2019

Mar 30, 2020

$683M

$675M

n/a

2018

Mar 29, 2019

$609M

$602M

n/a

2017

Mar 21, 2018

$680M

$668M

n/a

2016

Mar 8, 2017

$605M

$590M

n/a

2015

Mar 10, 2016

$590M

$584M

n/a

2014

Mar 13, 2015

$651M

$645M

n/a

2013

Mar 7, 2014

$647M

$641M

n/a

2012

Feb 28, 2013

$523M

$517M

n/a

2011

Mar 12, 2012

$439M

$433M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$946M

$855M

10.6%

$760M

7.6%