RIA IntelAdvisersNorth CarolinaAUREUS CAPITAL LLC

AUREUS CAPITAL LLC

Advisory

NC

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account
$132K
across 29 accounts
AUM per adviser
$4M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM
$4M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

HAMMERHEAD FINANCIAL STRATEGIES, LLC
$4M
PHAROS CAPITAL MANAGEMENT, LLC
$4M
CHARIOT ADVISORS, LLC
CARY, NC
$4M
0.0% 1Y
DIDOMENICO INVESTMENTS LLC
$4M
ALLEVID, INC.
$4M
LYONS DEN CAPITAL II INC.
$4M

Get the full picture on AUREUS CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AUREUS CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans