Aurelius Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bedford, NH. Its latest Form ADV filing, dated March 4, 2026, reports $315M in regulatory assets under management, 8 employees, 6 offices, and 167 accounts.
Assets Under Management
$315M
Employees
8
Offices
6 offices
Total Clients
167
Primary office
BEDFORD, NH
3 EXECUTIVE PARK DRIVE, SUITE 261, BEDFORD, NH, United States
Top client segmentHNWI represent 50.3% of total clients.
Top client categories% of clientsClients
1
HNWI
50.3%
84
2
Individuals
48.5%
81
3
Pension Plans
1.2%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$315Mas of March 4, 2026
Discretionary96.7%
$305M
97% of total RAUM96.7%
Non-discretionary3.3%
$10M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$315M
Total Accounts167
10Y AUM Change+$315M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee21:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.