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 is registered as an investment manager and offers discretionary and non-discretionary asset management services, including ongoing portfolio monitoring, asset allocation, and the option to engage sub-advisors to manage portions of client mandates. The firm’s ADV indicates it was formed in 2025 and, at the time of this filing, reported no assets under management and no client accounts. The firm describes an investment process that uses both fundamental and technical analysis and supports a wide range of strategies and instruments — from long-term equity and fixed-income positions to alternatives, derivatives, ESG considerations, and hedged equity approaches. Aurevia may delegate portfolio management to selected sub-advisors that maintain agreed-upon models and execute trades, and its agreement reserves the authority to appoint advisors with full discretionary authority and to further delegate that authority. What distinguishes Aurevia from many peers is its explicit practice of selecting and appointing other advisers (and permitting further delegation) to run client strategies, with sub-advisors executing trades while their fees are included in the firm’s disclosed advisory fee. The brochure also discloses operational features that may matter to institutional clients, including a required broker-dealer relationship, a policy not to aggregate trades across accounts, and a practice of leaving proxy voting to clients.
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 |
|---|---|---|
Rancho Santa Margarita, CA
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