{
  "crd_number": 323016,
  "slug": "aurelius-family-office-llc-bedford-nh-323016",
  "primary_business_name": "AURELIUS FAMILY OFFICE, LLC",
  "legal_name": "AURELIUS FAMILY OFFICE, LLC",
  "dbas": [],
  "city": "Bedford",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "31700",
  "metro": {
    "cbsa_code": "31700",
    "common_name": "Manchester",
    "msa_name": "Manchester-Nashua, NH",
    "path": "/advisors/nh/manchester"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-10-03",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 315255207.0,
  "raum_discretionary": 304882971.0,
  "raum_non_discretionary": 10372236.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 30997440.0,
      "count": 81
    },
    "pension_profit_sharing": {
      "raum": 10795976.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 273461791.0,
      "count": 84
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AR",
    "FL",
    "IL",
    "LA",
    "MA",
    "MD",
    "ME",
    "NE",
    "NH",
    "NY",
    "OH",
    "RI",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://aurelius.net",
    "https://facebook.com/profile.php?id=100086964982604",
    "https://linkedin.com/company/aurelius-family-office",
    "https://x.com/AureliusFamily"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323016",
  "disclosure_items": [
    {
      "item": "11.B(1)",
      "question": "In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a misdemeanor involving investments or an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these?"
    }
  ],
  "city_as_filed": "BEDFORD",
  "url": "https://advisorcensus.com/firm/aurelius-family-office-llc-bedford-nh-323016",
  "display_name": "Aurelius Family Office, LLC",
  "summary": "Aurelius Family Office, LLC is an SEC-registered investment advisory firm in Bedford, NH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Aurelius Family Office, LLC (CRD 323016): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Aurelius Family Office, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Aurelius Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Aurelius Family Office, LLC located?",
      "a": "Aurelius Family Office, LLC's principal office is in Bedford, NH, according to its Form ADV."
    },
    {
      "q": "Is Aurelius Family Office, LLC registered with the SEC or a state?",
      "a": "Aurelius Family Office, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323016."
    },
    {
      "q": "How much does Aurelius Family Office, LLC manage?",
      "a": "Aurelius Family Office, LLC reports $315,255,207 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (97% discretionary)."
    },
    {
      "q": "How have Aurelius Family Office, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Aurelius Family Office, LLC: Regulatory assets under management: $113,621,261 in the October 2023 data and $315,255,207 in the October 2026 data, up 177%. Total employees: 6 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Aurelius Family Office, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (84); individuals (other than high net worth individuals) (81); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does Aurelius Family Office, LLC use?",
      "a": "Aurelius Family Office, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Aurelius Family Office, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.B(1) (conviction or plea for a listed misdemeanor in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323016"
    },
    {
      "q": "What changed in Aurelius Family Office, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in AR."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 113621261.0,
      "total_employees": 6,
      "filing_date": "2023-08-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 237258236.0,
      "total_employees": 9,
      "filing_date": "2024-06-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 265861275.0,
      "total_employees": 9,
      "filing_date": "2025-03-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 315255207.0,
      "total_employees": 8,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in AR."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 1.",
        "Regulatory assets under management went from $265,861,275 to $315,255,207 (+19%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in WA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CO."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Axos Clearing LLC",
      "name_as_filed": "AXOS CLEARING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/aurelius-family-office-llc-bedford-nh-323016.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 81,
      "fewer_than_5": false,
      "raum": 30997440.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 84,
      "fewer_than_5": false,
      "raum": 273461791.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 10795976.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323016",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}