A complete list of active advisors currently associated with Aurevia Capital Inc.
Warmer can help you find a great advisor at Aurevia Capital Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Aurevia Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Irvine, CA
| 0
|
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