← Directory
AURELIUS FAMILY OFFICE, LLC
CRD 323016File 801-126682
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$315.3M
Below cohort median (national)
Discretionary AUM
$304.9M
Non-discretionary $10.4M
Clients
167
167 accounts
Employees
8
Above cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 3, 2022
- Principal office
- 3 EXECUTIVE PARK DRIVE, SUITE 261, BEDFORD, NH, 03110
- Phone
- 603-413-6060
- Website
- https://www.aurelius.net
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $315.3M
- Discretionary AUM
- $304.9M
- Non-discretionary AUM
- $10.4M
- Discretionary accounts
- 166
- Non-discretionary accounts
- 1
- Total accounts
- 167
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 84 | $273.5M |
| Pension and profit sharing plans | Fewer than 5 | $10.8M |
| Individuals (other than high net worth individuals) | 81 | $31.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11B1
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2026 | Clients | 156 | 167 | increased by11 |
| Apr 1, 2026 | AUM | $265,861,275 | $315,255,207 | increased by$49,393,932 |
| Apr 1, 2026 | Accounts | 660 | 167 | decreased by493 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AURELIUS FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AURELIUS FAMILY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.