Aurdan Capital Management, LLC
Firm details
- Headquarters
- Chesterbrook, Pennsylvania
- CRD number
- 330304
- Registered since
- March 28, 2024
- Website
- aurdancapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.54%
- Individuals19.49%
- Charitable Organizations5.68%
- Corporations / Businesses3.29%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Aurdan Capital Management, LLC is an independent, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2024. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-assets and fixed fees. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Aurdan is not identified as an active ESG investor and does not report multi-state adviser status or related-adviser affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities23%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Kelly Christopher
Chief Compliance OfficerCRD 6000499
Contacts
3 of 5
Zachary Hamm-phipps
Wealth AdvisorCRD 5414497
Eric Hildenbrand
Co-FounderCRD 5411037
Steven Mills
Co-FounderCRD 4866836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$297M in ETFs
49%
$145M
35%
$153M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $49.7M | 209,921 | 16.71% |
Location
Chesterbrook, PA
Delaware
Location
Chesterbrook, PA
Headquartered in Chesterbrook, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 1550 Liberty Ridge Dr
- Time zone
- ET (UTC-5)
- Office locations
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