Aurora Pointe Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aurora Pointe Capital Management provides discretionary portfolio management and comprehensive financial planning to individuals and institutions, including high-net-worth individuals, charitable organizations, corporations, and other businesses. The firm reports managing approximately $72.2 million in discretionary client assets and delivers written financial plans and periodic plan reviews as part of its advisory services.
The firm’s investment process is built around individualized Investment Policy Statements and quarterly portfolio reviews that address rebalancing, strategic asset allocation, and tactical shifts informed by fundamental and cyclical analysis. Portfolios are typically constructed with a low-cost ETF core supplemented by selected individual equities and actively managed mutual funds, and the firm coordinates investment decisions with tax and estate advisors when appropriate.
What distinguishes Aurora Pointe from many similarly sized independent advisers is its explicit provision of portfolio management for institutional clients (charitable organizations and corporations) alongside private-client work, a capability that is uncommon among independent firms. The practice combines institutional-style governance—formal IPS documentation and quarterly oversight—with a small-client roster that results in a relatively high assets-under-management per client.
Client services
Expertise
Fee options
Fixed fee for financial planning ranging from $2,500 to $20,000, negotiable based on complexity
$0 - $500,000: 1.00% $500,001 - $2,500,000: 0.85% $2,500,001 - $4,000,000: 0.75% $4,000,001 - $6,000,000: 0.65% $6,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Account minimum: $500,000
Main office
1934 Old Gallows Road, Suite 350
Vienna VA 22182
Advisors at this office
1
Most active in
Virginia
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
Quick links
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