SourcingSourcing

MY FINANCIAL AURORA LIMITED LIABILITY COMPANY

B53
CRD 260786·SEC 801-131564·AUSTIN, TX
AUM
$130.0M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$390K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MY FINANCIAL AURORA LIMITED LIABILITY COMPANY
CRD
260786
SEC file #
801-131564
EIN
—
DBA names
Financial Aurora, Llc.

Economics

AUM
$130.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$110.0M → $130.0M▲ +18%
Client mix
Individuals Other200
Individuals High Net Worth20

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
financialaurora.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADNAN, MASROOR, AHMAD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ADNAN, MASROOR, AHMAD
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
FINANCIALAURORA.COM
Rdap Domain Creation Date
2015-04-08T20:06:40Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-04-08T20:06:40Z
Rdap Domain Last Changed
2025-04-09T19:28:14Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4339437
Trust Company Affiliate
No

People (1)

1
ADNAN, MASROOR, AHMAD
IAR · Direct Owner · 87.5%
4339437