AUOUR INVESTMENTS LLC
SEC RegisteredNavigating risk through every market regime
About the firm
Auour is a Boston, Massachusetts-based SEC-registered investment advisory firm established in 2013. The firm builds enduring partnerships with individuals, families, and advisors, taking the emotion out of investing through a proprietary systematic process. Its founding principals have managed institutional and individual wealth through every major market cycle of the past three decades.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, estate coordination, tax strategy, and legacy planning for private clients; and institutional-grade downside mitigation strategies for advisors via Seven Instinct Strategies powered by the ARM regime model, offered as ETF-based portfolios on major platforms including Fidelity, Schwab, Cetera, and Envestnet.
Who they serve
Individuals and families seeking a trusted partner for investment management, estate planning, tax strategy, and legacy building, as well as RIA, broker-dealer, and TAMP platforms and the advisors who serve them.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 296 | $123M |
| High Net Worth Individuals | 67 | $236M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 1 | $3.0M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On the first $1 Million | 1.00% |
| On the next $4 Million | 0.75% |
| Above $5 Million | 0.50% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AUOUR INVESTMENTS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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