Stefan Karlsson
Aureus Asset Management · Boston, Massachusetts
Stefan Karlsson is a fee-only financial advisor at Aureus Asset Management in Boston, Massachusetts, who holds the CFA credential. Stefan focuses on family wealth transfer. Aureus Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Aureus Asset Management |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $8.40B across 954 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 4224850 |
| Exams passed | Series 63 (2008) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.aureus-asset.com |
How Stefan's firm compares
- Aureus Asset Management's average account is about $8.8 million, from its Form ADV (assets managed divided by 954 accounts).
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Questions about Stefan
Is Stefan Karlsson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stefan holds no broker registration, and Aureus Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stefan charge for financial advice?
Stefan's firm, Aureus Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stefan Karlsson based?
Stefan Karlsson is based in Boston, Massachusetts.
What does Stefan specialize in?
Stefan's specialties include family wealth transfer. Stefan works with multi-generational families.
What credentials does Stefan Karlsson hold?
Stefan Karlsson holds the CFA credential.
Is Stefan Karlsson registered with the SEC?
Yes. Stefan Karlsson is registered as an investment adviser representative in MA (CRD 4224850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aureus Asset Management manage?
Aureus Asset Management reports $8.40B across 954 accounts in assets under management.
How do I contact Stefan Karlsson?
Through Stefan's website, www.aureus-asset.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
- Aureus Asset Management 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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