AURORA STRATEGIC ADVISORS, LLC
Firm details
- Headquarters
- LUMBERTON, North Carolina
- CRD number
- 268828
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals63.76%
- Pension & Profit Sharing Plans22.48%
- HNWI13.76%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aurora Strategic Advisors, LLC is an independent registered investment adviser operating as a limited liability company that serves individual, family and smaller institutional clients. The firm combines fee-based financial planning and portfolio management with insurance brokerage services, and its business model supports hourly and fixed-fee engagements as well as traditional percentage-of-AUM billing. Aurora’s filings show a clear equity orientation: the firm’s preference is equities with a material allocation to non-exchange traded equity positions rather than solely liquid, exchange-listed securities. Aurora is not positioned as a capital allocator; instead it executes client strategies using internal management alongside third‑party managers when appropriate. The firm’s alternative exposure is focused and narrow — commodities are the only alternative asset class specifically reported. Aurora was recognized by FA Magazine in 2020 on a Top RIA Firms list, reflecting external visibility despite its modest scale.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities75%
- Exchange Traded Equities15%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
Owners & executives
1 of 1DAREK HUNT
CEO and Founding PrincipalCRD 1972108
Contacts
1 of 1Amy Capra
MemberCRD 7526050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LUMBERTON, NC
ROBESON
Location
LUMBERTON, NC
Headquartered in LUMBERTON, NC, anchoring the Fayetteville-Sanford-Lumberton, NC metro in the South.
- Metro area
- Fayetteville-Sanford-Lumberton, NC
- Region
- South
- County
- ROBESON
- Address
- 208 E 5th St
- Time zone
- ET (UTC-5)
- Office locations
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