Client Relationship Summary (Form CRS)
Auranser Inc. — March 12, 2026
SEC Form CRS (17 CFR §275.204-5)
This page reproduces the current Client Relationship Summary that Auranser Inc. has filed with the SEC. You can also view the version filed with the SEC (PDF).
Item 1: Introduction
Auranser Inc. is registered with the Securities and Exchange Commission (SEC) as an investment adviser.¹ Brokerage and investment advisory services and fees differ, and it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.
Item 2: Relationships and Services
What investment services and advice can you provide me?
We offer algorithmic investment advisory services to retail investors through the Auranser digital platform ("Platform"). Our advisory services are delivered primarily through an automated algorithm that selects and manages a diversified portfolio of exchange-traded funds (ETFs) and, where appropriate, individual securities, based on your stated investment objectives, risk tolerance, and time horizon. We do not assign human portfolio managers to individual client accounts. Investment decisions are generated by our algorithm and executed automatically through our custodian, Alpaca Securities LLC, a registered broker-dealer and FINRA/SIPC member.
We offer both discretionary (we place trades without prior approval) and non-discretionary (you approve each trade) advisory services. There is no minimum account size. An active platform subscription is required to open an investment account; see the fee section below.
Our algorithm periodically monitors, typically at least monthly or when market conditions warrant. You receive performance reports through the Platform and account statements from the custodian at least quarterly.
For additional information, please see Items 4 and 7 of our Form ADV Part 2A brochure, available at www.adviserinfo.sec.gov (CRD# 340833) or by request at compliance@auranser.com.
Conversation Starters. Ask your financial professional:
- Given my financial situation, should I choose an investment advisory service? Why or why not?
- How will you choose investments to recommend to me?
- What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?
Item 3: Fees, Costs, Conflicts, and Standard of Conduct
What fees will I pay?
You pay two types of ongoing fees: a platform subscription and an asset-based advisory fee.
Platform subscription: $9.99 per month or $99.99 per year, billed to your payment method on file. The annual option provides a reduced rate compared to monthly billing ($99.99 vs. $119.88 annually). An active subscription is required to receive investment advice from us. If you cancel your subscription, your existing positions remain with the custodian and you may liquidate your account or transfer to another broker at any time.
Advisory fee: 0.10% of assets under management on an annualized basis, billed monthly in arrears. The advisory fee is a wrap fee covering investment advisory services, portfolio management, algorithmic rebalancing, and trade execution through the custodian (commission-free trading).
| Fee / Cost | Amount |
|---|---|
| Platform Subscription (Auranser Plus) | $9.99/mo or $99.99/yr, billed to payment method on file |
| Advisory Fee (wrap fee) | 0.10% per year, billed monthly in arrears |
| Underlying Fund Expenses | Varies by ETF; disclosed in each fund's prospectus |
Other costs: ETFs held in your portfolio have internal expenses (expense ratios) that are separate from the advisory fee. These are charged by the fund issuer, not by Auranser, and are disclosed in each fund's prospectus.
The more assets in your account, the more you will pay in fees, and we therefore have an incentive to encourage you to increase your account balance.
You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.
For additional information about our fees, see Item 5 of our Form ADV Part 2A brochure and the Wrap Fee Program Brochure (Form ADV Part 2A, Appendix 1), available at www.adviserinfo.sec.gov (CRD# 340833) or by request.
Conversation Starters. Ask your financial professional:
- Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
What are your legal obligations to me when acting as my investment adviser? How else does your firm make money and what conflicts of interest do you have?
When we act as your investment adviser, we have to act in your best interest and not put our interests ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means:
- Platform subscription revenue: We require a platform subscription for investment account access, which creates an incentive to retain subscribers. Our incentive structures (including referral programs, affiliate rewards, and distribution partner compensation) are built around platform subscription acquisition and engagement, not conversion of investment advisory relationships. These platform functions are governed by the Master User Agreement and Website Terms of Service, not this advisory relationship.
Conversation Starters. Ask your financial professional:
- How might your conflicts of interest affect me, and how will you address them?
How do your financial professionals make money?
Our employees are paid a salary with no sales-based or commission compensation. Performance-based components are tied to overall company performance, not to individual client account performance or assets gathered.
Item 4: Disciplinary History
Do you or your financial professionals have legal or disciplinary history?
No, neither we nor our financial professionals have legal or disciplinary history.
Please visit Investor.gov/CRS for a free and simple search tool to research us and our financial professionals.
Conversation Starters. Ask your financial professional:
- As a financial professional, do you have any disciplinary history? For what type of conduct?
Item 5: Additional Information
For additional information about our services, request a copy of our Form ADV Part 2A brochure and Wrap Fee Program Brochure by contacting us at compliance@auranser.com or 888-311-9964. These documents are also available on the SEC's Investment Adviser Public Disclosure (IAPD) website at www.adviserinfo.sec.gov (search CRD# 340833). To report a problem, contact us at compliance@auranser.com or visit www.sec.gov/complaint.
Conversation Starters. Ask your financial professional:
- Who is my primary contact person? Is he or she a representative of an investment adviser or a broker-dealer? Who can I talk to if I have concerns about how this person is treating me?
¹ Registration as an investment adviser does not imply a certain level of skill or training.
