RIA Intel›Advisers›North Carolina›AURORA STRATEGIC ADVISORS, LLC

AURORA STRATEGIC ADVISORS, LLC

Advisory

LUMBERTON, NC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$84K

across 356 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$30M

Discretionary AUM$23M

Non-Discretionary AUM$7M

Discretionary %77.5%

Total Clients356

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

356 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NC

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

ASCENDANT CAPITAL RESEARCH, LTD.

$30M

OPUS FINANCIAL ADVISORS, INC.

STATESVILLE, NC

$30M

GULFSTREAM CAPITAL, LLC

$30M

DARDA FINANCIAL SERVICES, LLC

WINSTON-SALEM, NC

$30M

FOUR POINTS CAPITAL LLC

$29M

HAYDEN HARPER FINANCIAL, LLC

$29M

Get the full picture on AURORA STRATEGIC ADVISORS, LLC

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

Create a free account →See plans