Aurelien Capital Partners

RIAState Registered

Total AUM

$30.4M

Discretionary

$30.4M

100% of AUM

Avg account

$245K

Accounts

124

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 311163
Registered since: November 12, 2020
Website: aureliencapitalpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI82.3%
Charitable Organizations8.9%
Individuals8.8%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aurelien Capital Partners is an Illinois-formed limited liability company operating as an independent registered investment adviser that serves individual and family clients. The firm identifies itself as a capital allocator and offers a mix of advisory and brokerage services: financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and insurance brokerage. Its fee model is flexible, including percentage‑of‑AUM billing alongside hourly, fixed‑fee work and commission arrangements. The firm reports an ESG investing posture, which appears to factor into manager selection and portfolio construction.