A
Aure Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Aure Advisors LLC is a newly formed, state-registered investment adviser that provides discretionary wealth management and financial planning to individuals, high‑net‑worth clients, and businesses. The firm constructs and supervises client portfolios using accounts at qualified custodians and does not sponsor wrap fee programs or proprietary pooled investment vehicles.
The advisor uses both fundamental and technical analysis and generally pursues a long‑term investment approach while trading opportunistically for rebalancing, tax management, or risk adjustments. Portfolios may include individual equities, ETFs, bonds, mutual funds, options, and other instruments selected after the firm’s internal due diligence, with ongoing monitoring and at least annual formal reviews.
Aure’s business model is distinctive among investment managers because it relies on fixed, flat advisory fees rather than a percentage‑of‑assets‑under‑management fee schedule. The firm is led and owned by a single principal with senior experience in large technology and financial firms, maintains an institutional relationship with Charles Schwab that provides operational and platform support, and limits its custody role to authorized fee deduction rather than full custodial control.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Concentrated stock management
Occupation focus
Executive
Technology Professional
Founder/Business Owner
Fee options
Annual fixed fee between $10,000 and $25,000, paid quarterly in advance
Account minimum: $500,000 (may be waived or reduced at Advisor's sole discretion) Minimum fee: Flat fee range from $10,000 to $25,000 annually, not to exceed 2% of assets under management Fee-only: Flat annual fees between $10,000 and $25,000, negotiated based on client complexity
Main office location
Aure Advisors LLC
Hillsborough CA, United States
Number of offices
1
Most active in
Aure Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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
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