AURORA INVESTMENT COUNSEL

Adviser information for AURORA INVESTMENT COUNSEL last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 60 $214.8M
Non-Discretionary 1 $4.6M
Total 61 $219.3M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 48 $116.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 12 $98.5M
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 1 $4.6M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-60000
SEC ERA File Number 801-60000
SEC CIK Numbers 1316397
SEC CRD Numbers 107460
Legal Entity Identifier None

Principal Office

3350 RIVERWOOD PARKWAY, SUITE #2205
ATLANTA
GA
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: 770.226.5323, Fax: 678.202.0484

Chief Compliance Officer

DAVID J. YUCIUS, JR.
PRESIDENT/CCO
3350 RIVERWOOD PARKWAY
SUITE 2205
ATLANTA
GA
United States
Tel: 770.226.5323
Fax: 678.202.0484
(Full email address available in API data)

Regulatory Contact

MICHAEL DOYLE
VICE PRESIDENT
3350 RIVERWOOD PARKWAY, SUITE #2205
ATLANTA
GA
United States
Tel: 770 226-5322
Fax: 404 202-0484
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
YUCIUS, DAVID, JOHN Individual PRESIDENT/CCO 12/2000 > 75%
DOYLE, MICHAEL, THOMAS Individual VOTING 01/2009 25-50%

No. Employees, Historic

10502020202120222023202420253 on 3/18/20203 on 3/8/20213 on 3/4/20223 on 3/17/20234 on 3/11/2024

RAUM, Historic

300M150M0202020212022202320242025189599599 on 3/18/2020169320893 on 3/8/2021219095557 on 3/4/2022190465849 on 3/17/2023219349185 on 3/11/2024

No. Clients, Historic

7035020202021202220232024202563 on 3/18/202054 on 3/8/202160 on 3/4/202257 on 3/17/202361 on 3/11/2024

Holdings

From latest 13F, filed August 22nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ASML Holding N.V. COM 228K 223
Acuity Brands, Inc. COM 748K 3K
Alamo Group Inc. COM 979K 6K
Allegro MicroSystems, Inc. COM 2M 56K
Amphastar Pharmaceuticals, Inc COM 2M 54K
Apple Hospitality REIT, Inc. COM 1M 76K
Arch Capital Group COM 1M 14K
AstraZeneca PLC COM 3M 39K
Atlanta Braves Holdings, Inc. COM 2M 46K
Bloomin' Brands, Inc. COM 400K 21K
Booking Holdings Inc. COM 3M 770
Brady Corp. COM 2M 32K
CF Industries Holdings, Inc. COM 2M 22K
CME Group Inc. COM 3M 13K
Carrier Global Corporation COM 3M 41K
Cencora, Inc. COM 2M 7K
ChampionX Corporation COM 2M 57K
Charles Schwab Corp. COM 2M 28K
Chart Industries, Inc. COM 1M 8K
Chemours Company COM 298K 13K
Chesapeake Energy COM 962K 12K
Cincinnati Financial Corp. COM 2M 14K
Cisco Systems Inc. COM 2M 41K
Coca-Cola Consolidated, Inc. COM 2M 1K
Corpay, Inc. COM 2M 9K
Crocs, Inc. COM 876K 6K
Crown Holdings, Inc. COM 201K 3K
Cummins Inc. COM 2M 6K
Darden Restaurants, Inc. COM 2M 12K
Diamondback Energy, Inc. COM 2M 8K
Dover Corp. COM 2M 11K
Dropbox, Inc. COM 747K 33K
EPAM Systems, Inc. COM 1M 6K
EastGroup Properties, Inc. COM 2M 10K
Electronic Arts Inc. COM 1M 9K
Emerson Electric COM 2M 20K
Enersys COM 2M 20K
Equity Commonwealth 6.5 percent Pfd COM 934K 38K
Evolution AB COM 2M 19K
Expedia Group, Inc. COM 2M 15K
First Merchants Corporation COM 1M 36K
Fiserv Inc. COM 928K 6K
Fox Corporation - Class B COM 2M 56K
Gaming and Leisure Properties, COM 2M 38K
General Mills, Inc. COM 820K 13K
Global Payments Inc COM 1M 11K
Globus Medical, Inc. COM 2M 31K
Goldman Sachs Group, Inc. COM 2M 4K
Halozyme Therapeutics, Inc. COM 2M 45K
Henry Schein, Inc. COM 1M 20K
Hershey Company COM 2M 10K
Host Hotels & Resorts, Inc. COM 2M 96K
Humana Inc. COM 642K 2K
IDACORP, Inc. COM 789K 8K
IES Holdings, Inc. COM 399K 3K
Inter Parfums, Inc. COM 2M 19K
Interpublic Group of Companies COM 1M 51K
John Hancock Financial Opportu COM 3M 89K
Johnson Controls International COM 2M 26K
Juniper Networks, Inc. COM 3M 74K
Kinder Morgan, Inc. COM 2M 112K
Lamar Advertising Company COM 3M 22K
Lantheus Holdings, Inc. COM 2M 30K
Liberty Energy Inc. COM 2M 86K
LyondellBasell Industries N.V. COM 2M 17K
MDU Resources Group, Inc. COM 2M 81K
MGP Ingredients, Inc. COM 2M 29K
MP Materials Corp. COM 842K 66K
Markel Corporation COM 1M 746
Match Group, Inc. COM 2M 71K
Materion Corporation COM 684K 6K
McCormick & Co. COM 587K 8K
Middleby Corporation COM 1M 12K
Molina Healthcare, Inc. COM 2M 6K
NICE Ltd. COM 2M 11K
NetEase, Inc. COM 2M 25K
Neurocrine Biosciences, Inc. COM 1M 10K
NiSource Inc. COM 2M 63K
OGE Energy Corp. COM 1M 40K
ONEOK, Inc. COM 449K 6K
Orion S.A. COM 2M 96K
PagSeguro Digital Ltd. COM 2M 148K
PayPal Holdings, Inc. COM 867K 15K
Paycom Software, Inc. COM 2M 13K
Pentair plc COM 1M 16K
Pool Corporation COM 2M 5K
QUALCOMM Incorporated COM 3M 13K
Royalty Pharma plc COM 1M 50K
SEI Investments Company COM 2M 25K
Service Corporation Internatio COM 467K 7K
Six Flags Entertainment Corp. COM 819K 15K
Snap-on Incorporated COM 920K 4K
Sportradar Group AG COM 2M 180K
T. Rowe Price Group, Inc. COM 399K 3K
Timken Company COM 2M 23K
Unitil Corporation COM 2M 45K
Vail Resorts, Inc. COM 2M 13K
VeriSign, Inc. COM 3M 15K
Viper Energy Inc. COM 2M 48K
W. R. Berkley Corporation COM 2M 26K
WEC Energy Group, Inc. COM 1M 17K
WEX Inc. COM 1M 7K
WNS Holdings Limited COM 2M 35K
Weyerhaeuser Company COM 1M 37K
XPEL, Inc. COM 2M 46K
YETI Holdings, Inc. COM 1M 35K
ZTO Express (Cayman) Inc. COM 2M 119K