AURORA INVESTMENT COUNSEL

A73
CRD 107460·SEC 801-60000·ATLANTA, GA
AUM
$252.7M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$758K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AURORA INVESTMENT COUNSEL
CRD
107460
SEC file #
801-60000
EIN
582591502
DBA names

Economics

AUM
$252.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$282.2M → $252.7M▼ -10%
Client mix
Individuals High Net Worth53
Other Investment Advisers11
Other1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
ATLANTA GA
Branches

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YUCIUS, DAVID, JOHN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
YUCIUS, DAVID, JOHN
DOYLE, MICHAEL, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AURORA-INVEST.COM
Rdap Domain Creation Date
2001-09-13T16:52:44Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001316397
Edgar Registered
Yes
Edgar Filing Count
80
Edgar First Filing Date
2005-02-10
Edgar Last Filing Date
2026-05-06
Edgar 13f Count
78
Edgar 13f Latest AUM Estimate
Filing Date2026-05-06
Accession0001316397-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
3350 RIVERWOOD PKWY STE 2205ATLANTA, GA 30339
Business
3350 RIVERWOOD PKWY STE 2205ATLANTA, GA 30339
Edgar EIN
582591502
Edgar Recent Filings
13F-HR2026-05-06 · 0001316397-26-000003
13F-HR2026-02-13 · 0001316397-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-13T16:52:44Z
Rdap Domain Last Changed
2026-03-24T13:36:11Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1831286
Trust Company Affiliate
No