Augeo Advisors, LLC

What Augeo Advisors, LLC does

Augeo Advisors, LLC is a privately held securities advisory firm founded in 2011 and headquartered in Los Angeles, United States. Per its self-description, the company specializes in the business of buying and selling securities, including stocks, bonds, mutual funds, and other investment products. The firm operates with a very small team of 1–10 employees and is led by Lars Ekstrom, who holds the dual role of Founder and Managing Director and is the only disclosed member of management.

The company's core offering is brokerage/advisory intermediation in financial securities for its clients, though the input provides no further detail on service tiers, fee structures, client types (retail vs. institutional), or AUM. No product roadmap, technology stack, partnerships, or distribution channels are disclosed. The firm's public web presence (augeoadvisors.com) appears to be a non-functional verification placeholder, which limits visibility into operational status, regulatory registrations, and current business activity. There is no information on funding history, ownership structure, subsidiaries, or geographic reach beyond the Los Angeles base.

Name

Augeo Advisors, LLC

Website

https://augeoadvisors.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Augeo Advisors, LLC is a small, privately held Los Angeles-based securities advisory firm founded in 2011 that buys and sells stocks, bonds, mutual funds, and other investment products for its clients, operating with 1–10 employees under founder Lars Ekstrom.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Investment advisory services
• Securities trading
• Wealth management
• Portfolio management
• Financial advisory

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Core offering

Augeo Advisors, LLC is an investment advisory firm that specializes in the business of buying and selling securities, including stocks, bonds, mutual funds, and other investment products. The firm provides personalized advisory and brokerage-related services to clients seeking assistance with investment portfolio decisions.

Product overview

Augeo Advisors, LLC is a consulting firm. The source data provides no substantive product or service information beyond a website verification page.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Broad incumbents

• Cetera Financial Group: Network of independent broker-dealer and RIA firms offering wealth management and investment solutions — comparable in product offerings and target client segment.
• Carson Group: National wealth management firm serving independent financial advisors and their clients through advisory, brokerage and investment solutions — overlapping service offering and target clients.
• Creative Planning: Large independent wealth management firm offering investment advisory, financial planning and securities-related services to HNW clients — comparable offerings with broader scale.
• LPL Financial: Largest independent broker-dealer in the U.S., providing custodial, compliance and technology infrastructure to thousands of independent advisors who transact in the same securities and investment products as Augeo.
• Focus Financial Partners: Large partnership of independent wealth management and investment advisory firms, frequently acquiring small founder-led RIAs — a comparable business model and a natural consolidator peer.
• Advisor Group: Network of independent wealth management firms and broker-dealers providing advisory and brokerage services — overlapping product suite and client profile.

Regional players

• Wedbush Securities: Los Angeles-based broker-dealer and wealth manager offering securities trading, advisory and investment products to individuals and institutions — directly comparable geographic and product overlap with Augeo Advisors.

Direct peers

• Hightower Advisors: National RIA platform supporting independent advisors who provide investment advisory and wealth management services — comparable business model and client base to a boutique advisory firm.
• Commonwealth Financial Network: Independent broker-dealer and RIA serving individual financial advisors who deliver investment advisory services — closely aligned business model and client orientation.
• Cambridge Investment Research: Independent broker-dealer and RIA supporting financial advisors who buy and sell securities on behalf of clients — directly comparable operating model and product mix.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/augeo-advisors-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Augeo Advisors, LLC