Our Leadership has decades of high end experience working with affluent families. We specialize in working with corporate executives, entrepreneurs, professional athletes and retirees; helping them to accumulate, to grow, and to distribute their wealth.
Managing Partner | Chief Investment Officer
Director of Investments
As the founder and Managing Partner of Auctus Advisors, Mr. Miller maintains overall responsibility for all client outcomes. With his 15 years plus of experience in wealth and investment management he has built the foundation to be his clients' most Trusted Advisor. He brings customized, analytical, and proven processes in both planning and investment management to help his clients navigate the financial landscape.
He started his career as an analyst with an investment management firm in Washington D.C., while there he was tasked with research and analysis of portfolio holdings. In 2005, he joined Northwestern Mutual and a d/b/a of the firm, Powell Financial. He helped take Powell Financial, Inc. private in 2007, forming their own Registered Investment Advisor, and specializing as a full service wealth management firm. He spent 9 years there as a partner and the dynamic center of the firm helping oversee the firm’s investment and planning process. He spent the last 2 years as Managing Director of MBL Advisors, a boutique advisory firm within McColl Brothers Lockwood, the family office established by Hugh L. McColl Jr., former Chairman and CEO of Bank of America. Due to continued regulatory reform, and the desire to be a fee only investment firm, he founded Auctus Advisors and spun out his investment practice, retaining key members of his team.He earned his B.A. degree from Pfeiffer University; attending on a 4 year soccer scholarship. He later earned his M.B.A in Finance from East Carolina’s College of Business.
Credentials and Honors:Board of Trustees, Pfeiffer UniversityInvestment Committee, Charlotte City ClubBoard Member, Kuykenstrong FoundationAdvisors with Heart, Wealthmanagement.com (2014)Forty under 40, Charlotte Business Journal (2015)Presidential Merit Award, Pfeiffer University (2015)Forbes Best-in-State Wealth Advisors (2018)Forbes Top Next-Gen Wealth Advisors (2018)Series 65Life, Health and LTC License
email: firstname.lastname@example.org: 704.533.9881
As a Director at Auctus Advisors, Ms. Urso serves as the dynamic center of the firm. She oversees many of the daily operations of the firm, maintains portfolio and planning analysis responsibilities, and is a member of the investment committee.
Ms. Urso has close to a decade of experience in financial services, and a comprehensive background in investment management and operations. She started her career at Spartan Capital Advisors, a long/short equity hedge fund in Charlotte, NC. At Spartan she was responsible for the day to day operations of the firm, to include client service, trading, reporting, and reconciliation. She also led the client service team and was responsible for implementation of the firm’s best practices in all client interaction. After Spartan Capital, she joined MBL Advisors, a McColl Brother’s Lockwood Company; the family office established by Mr. Hugh L McColl Jr., former Chairman and CEO of Bank of America. While there she directly assisted Mr. Miller with portfolio construction, allocation analysis, and planning objectives for investment and planning clients. She assisted in the spin out of Auctus Advisors LLC into a fee only Registered Investment Advisor.She earned her B.A. degree from The College of Charleston Honors College, graduating Summa Cum Laude.
Credentials and Honors:Board Member-Fundraising, InReachSeries 65Life, Health and LTC LicensePresidential Scholar, College of Charleston Honors College
email: email@example.com: 704.533.9882
As the outsourced CPA for Auctus Adviors, Mr. Hansen serves as a strategic resource for both tax and accounting to the firm. He is a value add resource to Auctus with his decades of experience and helps guide the firm through the constantly changing tax codes. Mr. Hansen has almost 30 years of tax and accounting experience, and currently runs his own tax practice serving affluent families and closely held business owners. In addition to his expertise in tax he has practical experience having been both a CFO and controller for several small and mid-size companies.He graduated with a B.S. in accounting from the University of Missouri.Credentials and Honors:BS, University of MissouriCPA, License 31994
*Brent E Hansen, CPA, P.C. is not affiliated with Auctus Advisors LLC. Brent E. Hansen, CPA, P.C. is a licensed North Carolina CPA firm and independent business. Brent provides outsourced CFO services to Auctus Advisors LLC, which is separate from his CPA practice and Auctus Advisors LLC bears no legal responsibility for tax advice provided by Brent in his capacity as a CPA.
Auctus Advisors © 2018
AUCTUS ADVISORS IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.
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