CRD: 334467
Aurelia Capital Advisors, Inc.
$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-2025
- Office Locations
- 1
Office Locations
-- Atlantis FL
About Aurelia Capital Advisors, Inc.
Aurelia Capital Advisors, Inc. is a Atlantis-based RIA. The firm has been operating for 1 years. Managing $1.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$120.8K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
STACEY R STARK
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4106947
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,449,469 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,449,469 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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