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VerifiedFinancial Services· Founded 2022

Auric Capital Partners

Auric Capital Partners is an independent financial solutions firm, dedicated to helping smart successful people make smart successful decisions about their financial lives. We launched our firm in order to provide a better, more personalized experience for our clients – including access to objective financial planning, a complete array of investment solutions, and leading technology. We build longstanding, loyal relationships, driven by our tenacity to deliver best possible outcomes. Our four founding partners have over 100 years of collective experience as wealth advisors. Based in Southern California: William A. Schellenberg; Jay Tamkoc, CRPC®; Luke McKelvy, CIMA; Jeffrey A. DeWees, CPFA, CRPS, CIMA Visit our website to learn more about how Auric can help you pursue the goals you have for yourself and your family. And call on us to discuss how we can help you gain back time, so you can focus on what is most important in your life. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc, Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC, a SEC Registered Investment Adviser. Auric Capital Partners is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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HeadquartersAliso Viejo, United StatesEmployees12(11 to 50)Founded year2022Websiteauriccapital.comLinkedIn profileLinkedIn

Verified contacts

18

available on Kipplo

LinkedIn employees

12

11 to 50 range

Open roles

no listings

Distinct roles

12

indexed titles

Tech stack

2

tools in use

Monthly traffic

59

organic / mo

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Top roles at Auric Capital Partners

12 distinct titles indexed · top 10 shown.

  • 4intern
  • 2partner, managing director - advisory
  • 2wealth management intern
  • 1founding partner, senior wealth advisor
  • 1managing director - investments
  • 1partner, director of human capital
  • 1partner, director of operations
  • 1partner, managing director
  • 1senior associate
  • 1senior vice president, chief planning officer
  • +2more titles

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