Aurora Pointe Capital Management, LLC

RIASEC Registered
Total AUM
$72.2M
Discretionary
$72.2M
100% of AUM
Avg account
$2.1M
Accounts
35
Employees
1
Advisory reps
1

Firm details

Headquarters
Vienna, Virginia
CRD number
318928
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI99.05%
  • Individuals0.95%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aurora Pointe Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that works primarily with individuals and families. Its advisory services include financial planning as well as portfolio management for individuals, small businesses, and institutions. The firm charges a mix of percentage-of-AUM and fixed fees. Aurora Pointe does not position itself as a capital allocator or multi-state ESG specialist — alternative allocation is done via third-party managers rather than running proprietary funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 32%, Cash & Cash Equivalents 1%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds32%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Eric Montemaggi

    Eric Montemaggi

    President, Chief Investment OfficerCRD 6722089

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Vienna, VA

Fairfax

Location

Vienna, VA

Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
1934 Old Gallows Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth