Auric Capital Partners is pleased to announce their launch in partnership with Sanctuary Wealth, an Indianapolis-based network for the next generation of elite financial advisors. The eleven-person firm comprises two teams, formerly Mittman & Associates, a private banking and investment group, and McKelvy Schellenberg & Associates, a traditional wealth management advisory team. The group is joining together from Merrill Lynch and will have offices located in Orange County as well as Denver, Colorado. The team will be bringing $1 billion in assets under management.
The three partners, Michael Mittman, CEPA, CFA, CPWA®, Partner, Managing Director, Advisory, Luke McKelvy, CIMA®, Partner, Managing Director, Operations, and William A. Schellenberg, Partner, Managing Director, Advisory, have more than a combined 70 years of industry knowledge and bring with them an array of certifications. Partnering with Sanctuary Wealth allows the team the freedom and flexibility to run their own firm as they see fit, but with the support of a larger network offering functions such as compliance and cutting-edge technology. This launch allows Auric the ability to prioritize their work with clients of all asset levels, and due to the resources they now have direct access to, they can offer a broader range of products.