Eric Montemaggi
Aurora Pointe Capital · Mclean, Virginia
Eric Montemaggi is a fee-only financial advisor at Aurora Pointe Capital in Mclean, Virginia, who holds the CFP and CFA credentials. Eric focuses on retirement planning. Aurora Pointe Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Aurora Pointe Capital |
|---|---|
| Based in | Mclean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $72.2M across 35 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in VA · CRD 6722089 |
| Exams passed | Series 63 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | aurorapointecapital.com |
| Profile |
How Eric's firm compares
- Aurora Pointe Capital's average account is about $2.1 million, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Eric
Is Eric Montemaggi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Aurora Pointe Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Aurora Pointe Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Eric Montemaggi based?
Eric Montemaggi is based in Mclean, Virginia.
What does Eric specialize in?
Eric's specialties include retirement planning. Eric works with retirees and pre-retirees.
What credentials does Eric Montemaggi hold?
Eric Montemaggi holds the CFP and CFA credentials.
Is Eric Montemaggi registered with the SEC?
Yes. Eric Montemaggi is registered as an investment adviser representative in VA (CRD 6722089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aurora Pointe Capital manage?
Aurora Pointe Capital reports $72.2M across 35 accounts in assets under management.
How do I contact Eric Montemaggi?
Through Eric's website, aurorapointecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Aurora Pointe Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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