Family Office
    SEC Registered
    Manages Private Funds

    Aurelius Family Office, LLC

    Registered investment advisor · Bedford, New Hampshire · CRD #323016

    Assets Under Management
    $315M
    Client Accounts
    167
    Employees
    8
    CRD Number
    323016
    Registration
    SEC Registered
    Custodian
    Axos Clearing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Aurelius Family Office, LLC

    Aurelius Family Office, LLC is a SEC-registered investment advisory firm headquartered in Bedford, New Hampshire, managing approximately $315M in regulatory assets across 167 client accounts. The firm's full regulatory record is filed with the SEC under CRD #323016.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Aurelius Family Office, LLC's AUM?

    Aurelius Family Office, LLC reports approximately $315M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Aurelius Family Office, LLC headquartered?

    Aurelius Family Office, LLC is headquartered in Bedford, New Hampshire.

    What is Aurelius Family Office, LLC's CRD number?

    Aurelius Family Office, LLC's CRD number is 323016. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Aurelius Family Office, LLC manage?

    Aurelius Family Office, LLC manages approximately 167 client accounts according to its latest SEC filing.

    Is Aurelius Family Office, LLC SEC registered?

    Yes, Aurelius Family Office, LLC is registered with the SEC as an investment adviser with an approved registration status.

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