Aurelia Capital Advisors, Inc.

Aurelia Capital Advisors, Inc. is a state-registered investment adviser that offers discretionary portfolio management to individuals, families, high‑net‑worth individuals, trusts and estates, corporations and retirement plans, and may engage independent third‑party managers for specialized mandates. The firm provides advice only on publicly traded securities, fixed‑income instruments, mutual funds, ETFs, money market funds and options and generally charges fees based on assets under management.

The firm combines fundamental and technical analysis with quantitative models to build customized strategies tailored to each client’s risk tolerance and time horizon and conducts quarterly, event‑driven and annual comprehensive reviews. Aurelia typically manages accounts on a discretionary basis, may recommend independent managers for specific strategies, and provides rollover recommendations consistent with applicable fiduciary standards.

Aurelia is newly formed and currently reports no assets under management, operating as a sole‑owner advisory practice filing an initial Form ADV, which may be relevant for clients evaluating a firm in its early stage. The firm has a custodial relationship with a major broker‑dealer that provides research, technology and other institutional services, does not charge performance‑based fees or accept proxy‑voting authority, and generally applies a $100,000 account minimum that it may waive in certain circumstances.