Auctus Advisors LLC

Auctus Advisors LLC (CRD# 289489) is a financial advisory firm headquartered in Charlotte, NC. They manage $401,411,122 in 671 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
325 Arlington Avenue, Suite 625, Charlotte, NC 28203
https://www.facebook.com/auctusadvisors/
By the Numbers
  • Total Assets Under Management
    401
    MILLION
  • Total Number of Accounts
    671
    ACCOUNTS
  • Average Account Value
    $598,228
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, KS, NC, NE, SC, TX

Financial Advisors at Auctus Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mallen Bruggeman, financial advisor Charlotte NC
Mallen U. Bruggeman
CRD#: 6456640
325 Arlington Avenue, Suite 625, Charlotte, NC 28203

Mallen Bruggeman (CRD# 6456640) is an Investment Advisor Representative working at Auctus Advisors LLC in Charlotte, NC and has over 8 years of experience in the finance industry.

2
David Miller, financial advisor Charlotte NC
David B. Miller
CRD#: 4819204
325 Arlington Avenue, Suite 625, Charlotte, NC 28203

David Miller (CRD# 4819204) is the Managing Partner of Auctus Advisors LLC in Charlotte, NC and has over 15 years of experience in the finance industry.  He has an MBA in Finance from East Carolina's College of Business and maintains discliplines in Financial Planning and Investment Management.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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