Aurelius Family Office, Llc
- Regulatory AUM
- $315M
- Discretionary
- $305M
- Clients
- 167
- Avg AUM / client
- $1.9M
- Accounts
- 167
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Investments (13F portfolio — 49 positions, $253,867,968)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $42,110,211 | 61,313 | 16.6% | 13.4% |
| 2 | Dimensional Etf Trust | US COR EQU 2 ETF | $30,238,127 | 681,653 | 11.9% | 9.59% |
| 3 | Vanguard Scottsdale Fds | TOTAL WLD BD ETF | $25,747,131 | 375,706 | 10.1% | 8.17% |
| 4 | Dimensional Etf Trust | CORE FIXE IN ETF | $21,373,720 | 506,366 | 8.42% | 6.78% |
| 5 | Vanguard Scottsdale Fds | LONG TERM TREAS | $12,961,758 | 234,900 | 5.11% | 4.11% |
| 6 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $12,741,721 | 178,831 | 5.02% | 4.04% |
| 7 | Vanguard Malvern Fds | STRM INFPROIDX | $10,603,017 | 211,089 | 4.18% | 3.36% |
| 8 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $10,367,693 | 173,692 | 4.08% | 3.29% |
| 9 | Vanguard Index Fds | SM CP VAL ETF | $8,444,343 | 34,752 | 3.33% | 2.68% |
| 10 | Dimensional Etf Trust | US EQUI MARK ETF | $7,269,510 | 88,717 | 2.86% | 2.31% |
| 11 | Vanguard Scottsdale Fds | VNG RUS1000GRW | $7,240,151 | 56,648 | 2.85% | 2.3% |
| 12 | Vanguard Bd Index Fds | TOTAL BND MRKT | $7,172,744 | 97,708 | 2.83% | 2.28% |
| 13 | Vanguard Index Fds | SMALL CP ETF | $6,789,666 | 22,399 | 2.67% | 2.15% |
| 14 | Vanguard Index Fds | TOTAL STK MKT | $4,020,855 | 10,866 | 1.58% | 1.28% |
| 15 | Dimensional Etf Trust | NATL MUN BD ETF | $3,898,846 | 80,663 | 1.54% | 1.24% |
| 16 | Vanguard Index Fds | SML CP GRW ETF | $3,687,792 | 10,084 | 1.45% | 1.17% |
| 17 | State Str Spdr S&P 500 Etf T | TR UNIT | $3,402,284 | 4,556 | 1.34% | 1.08% |
| 18 | American Centy Etf Tr | AVANTIS EMGMKT | $3,210,608 | 33,274 | 1.26% | 1.02% |
| 19 | Dimensional Etf Trust | US SMALL CAP ETF | $3,048,120 | 37,019 | 1.2% | 0.97% |
| 20 | Ishares Tr | GLOBAL REIT ETF | $2,994,268 | 108,409 | 1.18% | 0.95% |
| 21 | Dimensional Etf Trust | INTL SMALL CAP E | $2,736,802 | 78,127 | 1.08% | 0.87% |
| 22 | Vanguard Scottsdale Fds | VNG RUS1000VAL | $2,667,066 | 25,088 | 1.05% | 0.85% |
| 23 | Dimensional Etf Trust | INTL SMALL CAP V | $2,535,691 | 63,187 | 1.0% | 0.8% |
| 24 | Dimensional Etf Trust | US MKTWIDE VALUE | $2,158,867 | 39,245 | 0.85% | 0.68% |
| 25 | Dimensional Etf Trust | INTERNATNAL VAL | $2,046,966 | 37,893 | 0.81% | 0.65% |
Top 25 of 49 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 |
|---|---|---|---|
| Individuals (non-high net worth) | 81 | $31.0M | 9.83% |
| High net worth individuals | 84 | $273M | 86.7% |
| Pension and profit sharing plans | 2 | $10.8M | 3.42% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Andrew Witaschek | Member | Aug 2021 (5y) | 75% or more | |
| Winslow, Brenda, Lee | Chief Compliance Officer | Jul 2022 (4y) | Less than 5% | |
| Gregory George Barishian | Registered representative | CFP | May 2023 (3y) | |
| Jacob Haras Alden | Registered representative | Feb 2024 (2y) | ||
| James Morgan Rogers | Registered representative | CFA | Aug 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/04/2026 | 1.06 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Axos Clearing $268M (85% 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: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗