A complete list of active advisors currently associated with Aurora Pointe Capital Management, LLC
Warmer can help you find a great advisor at Aurora Pointe Capital Management, LLC or one who fits your needs even better.
Aurora Pointe Capital Management, LLC is an independent, registered investment adviser formed in 2022 that provides discretionary portfolio management and financial planning to both individual and institutional clients. The firm generally requires $500,000 of total household assets to open an advisory relationship (subject to waiver) and offers services including cash flow and retirement planning, estate and tax coordination, and investment advice across equities, fixed income, mutual funds, ETFs and REITs. As of December 31, 2024 the firm reported $28,724,473 in client assets under discretionary management and conducts at least quarterly portfolio reviews to rebalance, implement tactical shifts, and monitor fit with each client’s Investment Policy Statement. Portfolios are constructed around a low-cost index ETF core supplemented selectively with actively managed mutual funds and individual equities where specified in a client’s IPS, with cash management and tax-aware considerations incorporated into the process. Noteworthy for a solo independent adviser, the firm provides portfolio management to institutional entities in addition to individuals, an arrangement that is uncommon among peers in this category. The firm’s principal holds CFA and CFP credentials, operates via an institutional custodian platform and research resources, does not participate in wrap or performance-fee programs, and generally leaves proxy voting to clients.
To learn more about the advisors currently working at Aurora Pointe Capital Management, LLC, 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 |
|---|---|---|
Vienna, VA
| 8
|
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