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William A. Schellenberg

FOUNDING PARTNER,
SENIOR WEALTH ADVISOR

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ABOUT WILLIAM

Bill is a Founding Partner of Auric Capital Partners and a 25-year industry veteran. He co-founded the firm in 2022 alongside his long-time partners, bringing with him a career at Merrill Lynch that began in 1997, where he grew into a Financial Advisor and eventual co-team leader of McKelvy Schellenberg & Associates. His first role in the industry was as a compliance officer at Coastline Financial.

A Texas native, Bill earned a B.S. in Business Administration with honors from the University of Texas at Austin. He holds FINRA Series 7 and 24 licenses. Outside of his advisory work, Bill has served as a volunteer caddie in six U.S. Amateur Golf Championships and three U.S. Open Golf Championships, a unique distinction that speaks to both his love of the game and his commitment to showing up for others.

Bill's financial philosophy is simple: slow and steady wins the race. He believes deeply in the power of long-term thinking and consistent process, values he brings to every client relationship.

Bill and his wife Zoe are proud parents of a son and daughter. He volunteers on the Board of Directors at Mission Viejo Country Club and supports several charitable causes throughout the year. In his free time, he enjoys golf, traveling to destinations like Italy, Spain, and Portugal, and spending time with family.

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.

A PARTNERSHIP BUILT ON CLARITY

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.