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Aurora Investment Counsel
Aurora Investment Counsel is a SEC-registered investment advisory firm headquartered in Atlanta, Georgia. Founded in January 2000, Aurora offers investment management and advisory services primarily to retail investors and high-net-worth individuals through separate managed accounts. The firm serves 61 accounts, focusing on individualized strategies, and employs 4 staff members. Aurora helps its clients by assessing financial objectives, risk tolerance, and broader financial considerations such as retirement planning and estate planning, providing counsel but typically not implementing complex products itself.
Investment Strategy
Aurora Investment Counsel delivers investment management via a disciplined and systematic process for separate managed accounts, focusing on client-specific mandates derived from individualized investment policy statements. Portfolios are diversified across common stocks, bonds, ETFs, and mutual funds, aiming for both growth and income based on each client’s risk tolerance, return objectives, and time horizon. The firm does not offer proprietary products, instead using a consultative approach and multiple information sources to construct custom investment solutions for high-net-worth and institutional clients.
Latest 13F Filing Activity
Aurora Investment Counsel filed their most recent 13F report on Jun 30, 2025 disclosing 106 equity positions with a total 13F market value of $190M. The fund increased holdings in Donaldson Company, Inc., Netapp, Inc., East West Bancorp, Inc. among other positions. Aurora Investment Counsel reduced exposure to Monster Beverage Corp., Pool Corporation, Darden Restaurants, Inc. among others.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BKNG | Booking Holdings Inc. | 1.85% | $3.5M | 606 | $3884.88 | $5789.24 | +$481.5K |
A AMP | Ameriprise Financial, Inc. | 1.66% | $3.2M | 5,904 | $532.44 | $533.73 | +$320.1K |
E EPRT | Essential Properties Realty Tr | 1.65% | $3.1M | 98,062 | $31.28 | $31.91 | -$50.8K |
F FN | Fabrinet | 1.65% | $3.1M | 10,613 | $197.51 | $294.68 | +$358.3K |
H HRB | H&R Block, Inc. | 1.62% | $3.1M | 56,026 | $52.86 | $54.89 | +$33.5K |
Industry Allocation
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