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AURELIUS FAMILY OFFICE, LLC
CRD 323016File 801-126682
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 23, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.