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Luke McKelvy, CIMA

MANAGING PARTNER,
SENIOR WEALTH ADVISOR

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ABOUT LUKE

As Managing Partner of Auric Capital Partners, Luke is responsible for the firm's overall strategy, operations, and ability to deliver truly exceptional service to clients. He also works directly with individuals, providing guidance on investment policy, portfolio construction, and cash flow analysis for individuals, pensions, and endowments.

Luke began his career at Merrill Lynch in 1997 in an administrative role, learning every aspect of running a client-first team. In 2002, he co-founded McKelvy Schellenberg & Associates with Bill Schellenberg, later adding partners Jeff DeWees and Jay Tamkoc, building one of the premier teams at the firm before co-founding Auric in 2022.

He holds a bachelor's degree in economics from Chapman University and is a Certified Investment Management Analyst® (CIMA®) through the Investment and Wealth Institute, completing coursework at the Haas School of Business at UC Berkeley. He holds Series 7, 66, and 31 licenses.

Luke's perspective on financial planning was shaped in part by the market crash of 2000, which reinforced his belief that a sound financial plan is built in steps: like building a house, you have to start with a solid foundation before adding anything else. He lives in Orange County with his wife and two children, and enjoys golf and family time on weekends.

[email protected]

(949) 749-1251

A PARTNERSHIP BUILT ON CLARITY

We approach every relationship with intention, listening carefully before offering guidance. Our role is to simplify the complex, coordinate moving pieces, and create a strategy that works seamlessly across your financial world.

Through consistent communication & thoughtful collaboration, we help you move forward with confidence no jargon, no handoffs, just steady guidance.

OUR TESTIMONIALS

★★★★★

"I just got off the phone with Cheryl and got her logged into the app. She LOVES it! Said it is clean and she is excited to check out all the features. She also told me that after her meeting with Luke on Tuesday she is extremely happy to be here at Auric. She can tell how much work we put into everything and that we make it so easy to understand. Special props to Luke as she said it was one of the best financial meetings she has ever had since he made it so simple to understand and she never felt lost. She said that with other advisors it was so confusing that she was scared to go to meetings much less give them her money. She proudly stated that meeting with us made her want to find more money to give us!"

From Auric team member, John, regarding client Cheryl O.

★★★★★

“Just want to drop a note to thank you for always being so gracious and kind and helpful. Seeing you all last Thursday was so fun and I love each of your personalities. Auric Capital seems like a really fun place to work with a great family environment. But you also work so hard for your clients and that is greatly appreciated. Thanks to all of you and especially Bill for the incredible dinner and wine experience. Oh and for having such a wonderful group of people who are so client focused. I am always in good hands Aurora, I’m honored and to have been your first onboarding client at Auric.”

From Jamie R.

★★★★★

"Dear Aurora, Kristen, and Luke, I hope you guys are doing well. I wanted to extend my deepest appreciation to all of you for promptly helping me with my accounts statement last Friday. Due to some unknown issues, I was unable to access it online when I urgently needed it. Your quick response and assistance were greatly appreciated, and it helped me resolve the matter right away Your dedication to customer service is unbelievable, and it reassures me that I am in good hands with your team."

From Mike G.

WELCOME

LET'S HAVE A REAL CONVERSATION

No scripts. No pressure. Just thoughtful dialogue about what matters most to you and where you want to go next.

The door’s open. Why don’t you take a seat?

WELCOME TO AURIC. THE DOOR’S ALREADY OPEN.