Private Wealth Management
Aurelian Capital
Fee-only. Fiduciary. Independent since 1998.
Fiduciary · Fee-Only · Independent
Wealth, quietly compounded.
Aurelian Capital is a private wealth office for families who think in decades, not quarters. One senior advisor. One transparent fee. A plan built around your life — never a product pitch.
- $2.4B
- Assets under management
- 28 yrs
- Independent, never sold
- 96%
- Client retention
One office.
Your entire
financial life.
Most firms manage a portfolio. We manage the whole picture — a single senior advisor, capped at forty families, accountable for every moving part of your wealth.
Plan
A complete financial architecture before a single dollar moves — retirement timelines, cash flow, education, liquidity events, and charitable intent, modeled and stress-tested against real market history.
Invest
Evidence-based portfolios built from low-cost institutional funds, allocated tax-aware across your accounts. No in-house products, no commissions, nothing to sell you — ever.
Protect
Estate structure, tax strategy, and insurance coordinated with your attorney and CPA so nothing falls between advisors — and your wealth transfers exactly as you intend.
Why people distrust this industry — and how we earn it back.
Every frustration below is a business-model problem, not a market problem. So we changed the business model.
“My advisor is really a salesman.”
Commissions, revenue sharing, in-house funds — most “advice” is a distribution channel wearing a suit.
The Aurelian Answer
We are fee-only fiduciaries, in writing. We accept no commissions from anyone, so the only person paying us is you — and the only agenda in the room is yours.
“Fees are quietly eating my future.”
Layered fund loads and 1%+ management fees can consume a third of a portfolio’s growth over 30 years.
The Aurelian Answer
One transparent flat fee, disclosed to the dollar, reviewed with you annually. Average all-in fund costs in our portfolios: under 0.10%.
“I got a portfolio, not a plan.”
A pie chart is not a strategy. Without a plan, every market dip becomes a crisis of faith.
The Aurelian Answer
The plan comes first — always. Your portfolio exists only to fund it, so every holding traces to a goal with a date and a number on it.
“I only hear from them in good years.”
Silent advisors in down markets are why investors sell at the bottom — the costliest mistake in finance.
The Aurelian Answer
Scheduled quarterly reviews, a written brief every market shock, and a direct line to your advisor — not a call center. Response within one business day, guaranteed.
“Every firm we interviewed talked about markets. Aurelian asked about our grandchildren.”
“Three brokerages managed my money before Aurelian. This is the first firm that started with my life instead of my account balance. The plan they built let me retire two years earlier than I thought possible — with proof, not promises.”
“After the exit, everyone wanted to “manage my liquidity.” Aurelian was the only firm that told me to slow down, parked it safely, and spent eight weeks planning before investing a cent. The tax strategy alone paid their fee for a decade.”
“I inherited a maze of accounts and no idea what to trust. They coordinated everything with my attorney, explained every decision in plain English, and never once made me feel rushed or small. My children now sit in on every review.”
- 96%
- Client retention
- 400+
- Families served
- 40
- Family cap per advisor
- 0
- Commissions accepted, ever
04 — Begin
A conversation,
not a pitch.
Tell us a little about your situation. A senior advisor — the one you would actually work with — will reply within one business day.
- ✓A complimentary 45-minute conversation — no fee, no obligation.
- ✓Fiduciary duty applies from the first minute, not the first dollar.
- ✓You leave with a written observation memo, whether you hire us or not.
- ✓No products, no pressure, and your information is never shared.
Prefer to speak directly?(555) 014-1998Monday–Friday, 8am–6pm