About Us

Auric Capital Partners is an independent financial solutions firm led by a team of experienced advisors who help smart successful people make wise decisions.

We remove the stress of financial decision making by educating our clients, simplifying the challenges they face, and identifying sound solutions that make sense for how they want to live. We do this by first listening carefully to our clients in order to fully understand their personal values, the goals they wish to pursue, and the things that matter most to them.


With decades of investment management experience,

our founding partners came together in 2022 to form Auric Capital Partners – a new firm specifically designed to deliver an elevated client experience that is defined by a gold standard of service and driven by our pursuit of rewarding outcomes.

From our offices in California and Colorado, we serve successful clients from across the country, who share the need for sophisticated, tax-efficient financial advice and solutions.

As an independent firm, we are conflict-free, offering objective advice and a level of customization and service that only a boutique firm such as Auric can provide.

We work in an open architecture environment, which means we have full access to source products, platforms and services from a complete range of industry leading providers as well as highly specialized boutiques. We are able to offer advice on all of our clients' investments, not only those held at any one specific firm.

We team with Sanctuary Wealth, Bank of New York, and Pershing, whose services create the regulatory platform for Auric Capital Partners. By partnering with these well-established firms, we are able to deliver operational excellence, maintain a strong culture of compliance, and offer a robust cybersecurity program, which safeguards client information.


The Auric Name


/ ôrik /

Auric means “relating to gold” and is derived from the Latin word for gold: aurum. Aurum also connects to the Latin word for “dawn”: aurora. This is why scientific publications that translated aurum as "shining dawn." This phrase inspired us, not only as a reflection of our new beginning, but also as the type of experience we will strive to deliver to our clients – a brilliant new day backed by a gold standard of service and care.

We are a team
of trusted advisors


We look to build a collaborative relationship with each of our clients by taking a team-oriented approach that goes beyond the role of advisor to the loyalty of a close confidant.

We are


Sitting on the same side of the table as our clients, our goal is to create an exceptional experience by providing personal attention and genuine care.

We simplify


We aim to reduce the complexity of our clients’ lives by alleviating anxiety and prioritizing their challenges by offering thoughtful and objective advice along with recommendations of well-thought-out and efficient solutions.

We are


With decades of wealth management experience, we pursue a sound approach to the stewardship of our clients’ financial lives, identifying prudent yet creative paths towards achieving their goals and aspirations.

Frequently Asked Questions


Why did you choose to start your own firm?

We believe that our clients’ best financial lives begin with good planning, enhanced by the better advice and service we can deliver as an independent firm. Independence means we are conflict-free, offering objective advice, supported by a fee-based arrangement. We are no longer limited to discussing only investments that are held at one specific bank, as we are now able to advise our clients on their entire investment portfolio including 401ks and other accounts no matter where they are held. Because we have the freedom to work in an open architecture environment, we have unconstrained access to products and services sourced from a complete range of providers, including industry leading companies as well as specialist boutiques.

* Auric Capital Partners is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC; however, we own 100% of our independent firm. To provide our clients with the services we offer, we are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser.

How will the launch of your firm affect me directly? How will I benefit?

First and foremost, you will benefit from the collaborative approach we take in helping you identify your values and pursue your goals and dreams.

Access to a Broader Marketplace: Because we’re independent and own our own firm, we work in an “open architecture” environment, which means that we can access best-in-class products and services, including banking and lending solutions, from a wide variety of resource partners.

Robust Planning Solutions: We use advanced planning software from eMoney, a new opportunity for many of our clients. This tool has robust capabilities that will allow you, and our team, to view, in real time, your complete financial picture, including assets held at other firms. eMoney also has a secure, user-friendly “Vault” which enables you to safely store important documents, such as trusts, wills, tax filings, insurance documents, titles, etc. You will be able to choose to share the uploaded documents with our team, in cases where it is helpful for us to have access to them.

Exceptional Client Service: With your best interests as our only agenda, our team is free to focus exclusively on addressing your individual service needs.

What will change?

Your day-to-day experience with us will not change. However, an important decision underlying the launch of Auric Capital Partners is our selection of BNY Mellon | Pershing as our custodian. Serving more than seven million investor accounts worldwide, Pershing is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. Though our name and logo have changed, our commitment to you is amplified by our ability to act in your best interest without corporate policies that could compromise our actions. Your account holdings (with a few minor exceptions) and fees will remain unchanged. The transfer of your accounts to BNY Mellon | Pershing will not create a taxable event (again, with few, minor exceptions).

Why wasn’t I told sooner about your decision to launch a new firm?

While we would have enjoyed the opportunity to share our plans with you in advance, legal considerations and contractual restrictions prevented us from doing so. We are committed to respecting and abiding by those covenants as investment professionals, even though it was personally challenging to not have the ability to speak with you beforehand. We hope you can appreciate the situation we were in.

Why did you choose to be part of the advisor network Sanctuary Wealth?

We are able to leverage the technology, tools, and standardized processes available through Sanctuary Wealth that help maximize scalability and manage risk so that we can reinvest time where it matters most—with clients like you. By partnering with Sanctuary, we can deliver operational excellence, maintain a strong culture of compliance, and offer a robust cybersecurity program, which will safeguard the information clients entrust to our guidance. Sanctuary also empowers its partner firms with access to a vibrant community of like-minded, elite independent financial advisors. The advisors in this peer group share best practices and we can tap into our community’s intellectual capital to deliver more specialized expertise – and investment opportunities – to the clients of Auric Capital Partners.


How do I know my assets will be safe with the new custodian?

The safety and security of your assets is of critical importance to us. With that in mind, and after a rigorous due diligence process, we selected BNY Mellon | Pershing as our custodian based on their infrastructure, research, technology, and service capabilities. We are incredibly impressed with the measures they take to protect client assets, and we are reassured by their strength, size, and reputation in the industry. With over $47 trillion in assets under custody and/or administration. BNY Mellon is the largest custodian in the world by a significant margin. Pershing is an industry leader providing clearing and custody services in 65 global markets, with execution services in over 60 markets globally and facilitating the trading and conversion of 50 currencies.


Will the way you manage money change in any way?

The core strategies we use to manage your assets will not change, and of course, our investment management solutions are always specifically tailored to your risk parameters, timeline, and long-term objectives. What will improve, however, are certain capabilities, including our enhanced interactive financial planning, as well as broader access to more investment products and strategies, created by working in an “open architecture” environment, as described in Question 2.

Lending / Banking Products

What about our loans, or line of credit and mortgage?

Wherever your mortgage is now, keep it there. If you want a new mortgage, we can help source a new competitive rate. As an independent firm, we now have the freedom to pursue loans and lines of credit for our clients, identifying the best terms and rates for each situation.

What about my existing banking services?

You’re under no obligation to move your banking accounts as part of this transition. However, as we are now an independent team, we have the ability to go out in the marketplace on your behalf to identify comparable or better options than your current situation. We can advise you on what is the best banking relationship solution specifically for your needs – whether with a local, regional or national bank.

Client Service

How long will it take my assets to transition from the old firm to your new firm?

Once you sign the account opening and transfer documents found in the Welcome Packet we send, we will submit a request to our prior firm to begin the transfer process. The transfer process usually takes 5 to 10 business days to complete, once submitted to the prior firm. We will monitor your accounts daily for progress and confirm once all assets have transitioned and are posted to your account at Auric Capital Partners. Once your accounts have transferred, we will work with you to re-establish any recurring payments and other transfers you may currently have.

How can I expect to view and access my assets once they transition to my new accounts?

You will be able to view your assets by utilizing the Client Login section of our new website www.auriccapital.com. Once you log in, you will have the same type of access to all of your accounts and the ability to utilize services as you had been accustomed to. You can also install the BNY Mellon | Pershing app on your phone to view your assets, view activity in your accounts, and perform services such as depositing checks into your accounts.

Where are you located and how can I reach the team?

Our new office is located at:

Auric Capital Partners | Colorado
3461 Ringsby Court, Suite 140
Denver, CO 80216
(303) 276-8650                   

Name Phone Email Address
Michael Mittman (303) 276-8651 [email protected]
Arman Melikian (949) 749-1252 [email protected]
Anna Walters (303) 276-8652 [email protected]

Auric Capital Partners | California

30 Enterprise, Suite 100
Aliso Viejo, CA 92656
(949) 749-1250

Name Phone Email Address
Luke McKelvy (949) 749-1251 [email protected]
Bill Schellenberg (949) 749-1253 [email protected]
Jeff DeWees (949) 749-1254 [email protected]
Jay Tamkoc (949) 749-1255 [email protected]
Kristen Freeman (949) 749-1256 [email protected]
Meghan Ide (303) 276-8653 [email protected]
Francine England (949) 749-1257 [email protected]
John Kincannon (949) 749-1258 [email protected]

Next Steps

What are next steps if I would like to work with your new firm?

The total process will take approximately two weeks from the date you return our Welcome Packet transition paperwork to our team, and we will do everything we can to ensure the transition is a positive experience. It’s likely you will receive a call from our prior firm asking you to initiate a relationship with a randomly assigned advisor, who will claim to be able to serve you better. We sincerely believe that the opportunity to retain a longstanding relationship with us – with our personal, proven commitment to your individual needs, combined with the newly available benefits of our independent firm – will outweigh any minor inconvenience posed by the transition itself.