Aurevia Capital Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aurevia Capital Inc. is an independent advisory firm founded in 2025 that provides discretionary and non‑discretionary asset management and financial planning to individuals and high‑net‑worth clients. As of July 24, 2026, the firm reports approximately $101,200 in discretionary assets under management and serves a single client relationship.
The firm’s investment approach combines fundamental and technical analysis, long‑term purchase strategies, and ongoing portfolio monitoring with periodic rebalancing and quarterly reviews. Aurevia may engage Sub‑Advisors to manage all or portions of client portfolios (and may grant those Sub‑Advisors full discretionary authority, including further delegation), and it requires clients to use a specified custodian while deducting fees directly from client accounts.
Noteworthy features for a firm of this size include maintaining two offices despite being a solo‑advisor practice, managing only one client and a modest AUM, and explicit disclosure that it may receive research or “soft dollar” benefits from custodians. The firm also provides comprehensive financial planning at no additional charge and does not aggregate trades across separate client accounts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000.01 - $3,000,000: 0.75% $3,000,000.01 - $10,000,000: 0.50% $10,000,000.01+: 0.35%
Account minimum: $100,000
Main office
7700 Irvine Center Dr, Suite 800
Irvine CA 92618
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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