# Aurelius Family Office, LLC

> 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.

- CRD: 323016
- Filed as: AURELIUS FAMILY OFFICE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bedford, NH
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323016
- AdvisorCensus page: https://advisorcensus.com/firm/aurelius-family-office-llc-bedford-nh-323016

## Quick answers

**How is Aurelius Family Office, LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aurelius Family Office, LLC located?**
Aurelius Family Office, LLC's principal office is in Bedford, NH, according to its Form ADV.

**Is Aurelius Family Office, LLC registered with the SEC or a state?**
Aurelius Family Office, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323016.

**How much does Aurelius Family Office, LLC manage?**
Aurelius Family Office, LLC reports $315,255,207 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (97% discretionary).

**How have Aurelius Family Office, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Aurelius Family Office, LLC serve?**
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).

**Which custodians does Aurelius Family Office, LLC use?**
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.

**Does Aurelius Family Office, LLC report any disciplinary disclosures?**
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

**What changed in Aurelius Family Office, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in AR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $315,255,207
- Discretionary: $304,882,971
- Non-discretionary: $10,372,236

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $30,997,440 |
| High net worth individuals | 84 | $273,461,791 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $10,795,976 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (3 years)
- Employees: 8 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, FL, IL, LA, MA, MD, ME, NE, NH, NY, OH, RI, TN, TX, VA, WA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.B(1): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323016

### Websites listed on Form ADV (Item 1.I)
- aurelius.net
- Facebook facebook.com
- LinkedIn @aurelius-family-office
- X @AureliusFamily

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $113,621,261 | 6 | August 14, 2023 |
| October 2024 | $237,258,236 | 9 | June 26, 2024 |
| October 2025 | $265,861,275 | 9 | March 3, 2025 |
| October 2026 | $315,255,207 | 8 | September 30, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in AR.

### April 2026
- Employees performing advisory functions went from 5 to 1.
- Regulatory assets under management went from $265,861,275 to $315,255,207 (+19%).

### February 2026
- Registered or notice-filed in WA.

### January 2026
- No longer registered or notice-filed in CO.

### December 2025
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aurelius Family Office, LLC (CRD 323016): Form ADV filing data as of October 2026.