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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha oak
- Established Date
- 01-04-2001
- Office Locations
- 1
Office Locations
About Aurora Investment Counsel
Aurora Investment Counsel is an Atlanta-based, employee-owned RIA delivering wealth management, financial planning, and investment management for high-net-worth families and institutional clients. The firm focuses on long-term, tax-aware portfolio construction and legacy planning for multigenerational goals, and commonly implements ETF-heavy allocations through custodians such as Schwab.
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Owner & Executives
DAVID JOHN YUCIUS JR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1831286
- Ownership
- 50% but less than 75%
MICHAEL THOMAS DOYLE
Chief Compliance Officer, Vice President
- CRD
- #4438243
- Ownership
- 25% but less than 50%
Signal crest
Atlas momentum foundation
- CRD
- #51967
- Ownership
- 43.8%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $248,513,153 | $3,883,018 |
| Non-Discretionary | $4,210,391 | $4,210,391 |
| Total | $252,723,544 | $3,888,055 |
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Separately Managed Accounts
Total SMA Asset: $252,723,544
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,529,165,464 | 28.1% |
| Public Funds | $1,017,629,686 | 18.7% |
| Cash | $625,815,048 | 11.5% |
| Corporate - Investment Grade | $685,675,617 | 12.6% |
| Municipal Bonds | $1,583,584,164 | 29.1% |
| Total | $5,441,869,979 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL VERTEX GLACIER | MERIDIAN EAGLE | OOMX5EHTM | BCIQ | 3.64% | $77,048,808 |
| BEACON BEACON FOCUS | HARBOR LEGACY | 7WCKFF2E5 | ZJD | 6.33% | $56,057,508 |
| BEACON UNISON | ALPHA FOCUS | VRQM46HMZ | KPKV | 9.42% | $78,197,402 |
| QUANTUM SUMMIT | ATLAS MOMENTUM | C3U1BR83C | TNHF | 2.05% | $56,102,424 |
| FUSION VALUE PEAK | VERTEX NORTH | K0T0ESQ6Z | VJL | 8.67% | $86,063,109 |
| CREST HARBOR | ZENITH LEGACY | FY1ND7LLF | ZYHHC | 8.65% | $79,792,621 |
| LEGACY CREST | MERIDIAN TIMBER | 8O4GDM0KK | GZB | 11.64% | $13,621,709 |
| PATHWAY PATHWAY | FUSION EMBER | IY91VUSG1 | TAE | 5.44% | $102,359,235 |