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The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"AURELIUS FAMILY OFFICE, LLC ADV BROCHURE, filed 14 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Aurelius Family Office use?","answer":"Aurelius Family Office’s separately managed account assets are held at Axos Clearing LLC (Centennial, CO), with $268M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aurelius Family Office have?","answer":"Aurelius Family Office has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aurelius Family Office invest in?","answer":"At the end of its last fiscal year, Aurelius Family Office’s separately managed accounts held 94% pooled vehicles (private funds and similar), 3% cash and equivalents, 2% exchange-traded equities and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aurelius Family Office?","answer":"Aurelius Family Office’s direct owner is Mark Witaschek (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aurelius Family Office get paid?","answer":"Aurelius Family Office is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Aurelius Family Office?","answer":"Aurelius Family Office’s main office is at 3 Executive Park Drive, Suite 261, Bedford, NH 03110. Its phone number is 603-413-6060. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}