Aurora Investment Counsel
- Regulatory AUM
- $253M
- Discretionary
- $249M
- Clients
- 65
- Avg AUM / client
- $3.9M
- Accounts
- 65
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 106 positions, $180,316,957)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Zto Express Cayman Inc | SPONSORED ADS A | $3,755,238 | 149,195 | 2.08% | 1.49% |
| 2 | Dell Technologies Inc | CL C | $3,529,123 | 21,502 | 1.96% | 1.4% |
| 3 | Intuit | COM | $3,301,654 | 7,636 | 1.83% | 1.31% |
| 4 | Entergy Corp New | COM | $3,267,316 | 29,079 | 1.81% | 1.29% |
| 5 | Essential Utils Inc | COM | $2,846,445 | 70,684 | 1.58% | 1.13% |
| 6 | Essential Pptys Rlty Tr Inc | COM | $2,833,134 | 93,318 | 1.57% | 1.12% |
| 7 | Booking Holdings Inc | COM | $2,724,077 | 647 | 1.51% | 1.08% |
| 8 | Southern Co | COM | $2,691,943 | 27,890 | 1.49% | 1.07% |
| 9 | Qualcomm Inc | COM | $2,685,321 | 20,852 | 1.49% | 1.06% |
| 10 | Victory Cap Hldgs Inc Del | COM CL A | $2,674,400 | 40,843 | 1.48% | 1.06% |
| 11 | Dorman Prods Inc | COM | $2,672,868 | 25,612 | 1.48% | 1.06% |
| 12 | Pagseguro Digital Ltd | COM CL A | $2,641,573 | 263,630 | 1.47% | 1.05% |
| 13 | Nasdaq Inc | COM | $2,628,194 | 30,960 | 1.46% | 1.04% |
| 14 | Extreme Networks Inc | COM | $2,576,659 | 170,866 | 1.43% | 1.02% |
| 15 | Ameriprise Finl Inc | COM | $2,550,856 | 5,740 | 1.41% | 1.01% |
| 16 | Astrazeneca Plc | ORD | $2,531,121 | 12,834 | 1.4% | 1.0% |
| 17 | Kinsale Cap Group Inc | COM | $2,490,018 | 7,288 | 1.38% | 0.99% |
| 18 | Urban Outfitters Inc | COM | $2,409,137 | 38,029 | 1.34% | 0.95% |
| 19 | Maplebear Inc | COM | $2,347,880 | 62,677 | 1.3% | 0.93% |
| 20 | Twilio Inc | CL A | $2,343,901 | 18,629 | 1.3% | 0.93% |
| 21 | Verra Mobility Corp | CL A COM STK | $2,337,315 | 163,563 | 1.3% | 0.92% |
| 22 | Churchill Downs Inc | COM | $2,328,753 | 25,924 | 1.29% | 0.92% |
| 23 | Netapp Inc | COM | $2,306,437 | 22,526 | 1.28% | 0.91% |
| 24 | Hartford Insurance Group Inc | COM | $2,252,797 | 16,659 | 1.25% | 0.89% |
| 25 | Host Hotels & Resorts Inc | COM | $2,243,540 | 117,095 | 1.24% | 0.89% |
Top 25 of 106 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 53 | $133M | 52.7% |
| Other investment advisers | 11 | $115M | 45.6% |
| Other | 1 | $4.2M | 1.67% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David John Yucius | President/Cco | CFA | Dec 2000 (26y) | 75% or more |
| Michael Thomas Doyle | Voting | Jan 2009 (18y) | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $237M (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗