Aurelien Capital Partners Llc
- Regulatory AUM
- $30.4M
- Discretionary
- $30.4M
- Clients
- 29
- Avg AUM / client
- $1.0M
- Accounts
- 124
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $2.7M | 8.8% |
| High net worth individuals | 17 | $25.0M | 82.3% |
| Charitable organizations | 0 | $2.7M | 8.9% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cameron Wardell Dickerson | Owner, Managing Member | Nov 2020 (6y) | ≈ 0% – 5% via Wardell Dickerson, Llc | |
| Nicole R Meihofer | Owner, Managing Member | Nov 2020 (6y) | ≈ 7.5% – 25% via Nicole Meihofer Ii, Llc | |
| Oliver J Kupe | Owner, Managing Member | Nov 2020 (6y) | ≈ 56.25% – 100% via Oliver Joachim, Llc | |
| Shaver, Leila, Mehrizi | Chief Compliance Officer | Feb 2021 (6y) | Less than 5% | |
| Natalie Elise Baros | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oliver Joachim, Llc | Owner | Nov 2020 | A | 75% or more |
| Nicole Meihofer Ii, Llc | Owner | Nov 2020 | A | 10% – 25% |
| Wardell Dickerson, Llc | Owner | Nov 2020 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cameron Wardell Dickerson: 75% – 100% of Wardell Dickerson, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Nicole R Meihofer: 75% – 100% of Nicole Meihofer Ii, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Oliver J Kupe: 75% – 100% of Oliver Joachim, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 03/31/2026 | 1.05 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
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $10.3M (34% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗