Aurelia Capital Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,449,469
Clients
12
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$120,789
About
Aurelia Capital Advisors, Inc. provides discretionary portfolio management and customized investment strategies to individuals, families, related tax and estate planning entities, and small institutions. The firm notes a $100,000 account minimum and does not serve lower-net-worth (non‑HNW) individual clients, per its disclosures.
The firm constructs portfolios primarily using mutual funds and ETFs and applies a blend of fundamental analysis, technical analysis, and quantitative models; it may also engage unaffiliated independent managers for specialized expertise. Accounts are typically managed on a discretionary basis with quarterly and annual reviews, and the firm discloses limited use of AI-enabled administrative tools to support operations.
Compared with peers, Aurelia is a very small, recently formed adviser managing roughly $1.45 million across about a dozen client relationships under a single advisor who brings over 25 years of industry experience. The firm does not accept proxy‑voting authority, maintains client assets with an independent custodian (and discloses custodial benefits received), and does not charge performance-based fees or participate in soft‑dollar arrangements.
Client services
Portfolio management
Newsletters or periodicals
Expertise
General retirement planning
Income planning
Passive / index investing
Fee options
$0 - $150,000: 1.25% $150,001 - $500,000: 1.00% $500,001 - $2,000,000: 0.75% $2,000,001+: Negotiated
Account minimum: $100,000
Main office location
Aurelia Capital Advisors, Inc.
Atlantis FL, United States
Number of offices
1
Most active in
Aurelia Capital Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
5616803156
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