A complete list of active advisors currently associated with Aurelia Capital Advisors, Inc.

Warmer can help you find a great advisor at Aurelia Capital Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Aurelia Capital Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.