Aurdan Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$479,020,795
Clients
410
Advisors
3
of 7 employees
About
Aurdan Capital Management provides discretionary investment management and financial planning to individuals, high net worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm reports managing approximately $526.25 million in client assets across roughly 410 client relationships, and offers portfolio management, integrated financial planning, and retirement-plan advisory services.
The firm’s investment process emphasizes asset allocation models supported by fundamental analysis, charting, and mutual fund/ETF evaluation, with portfolios typically managed on a discretionary basis and monitored for rebalancing and risk considerations. Financial planning is offered as both an initial comprehensive plan and an ongoing service, and Aurdan generally seeks a $1,000,000 account guideline while noting fees and minimums may be negotiated.
Several features in the brochure are atypical for its peer group: Aurdan was formed in 2024 yet reports over $526 million in assets under management, and the filing shows a small advisor headcount relative to AUM. The firm has also recently added ERISA 3(21) retirement plan consulting and 3(38) discretionary retirement plan management services and discloses primary custody relationships with Fidelity (and Schwab as a secondary custodian).
Client services
Occupation focus
Fee options
Initial financial planning fee (amount not specified, may be reduced or waived); ongoing financial planning fees charged quarterly with variable amounts depending on client needs.
$0 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiable
Account minimum: $1,000,000.00 Fee-only: Fee-only basis; no commissions received by the firm.
Main office
1550 Liberty Ridge Drive, Suite 280
Wayne PA 19087
Advisors at this office
3
Most active in
New Jersey · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Zachary H
CFA®, Series 65
Wayne, PA
Aurdan Capital Management, LLC
Zachary Hamm Phipps is a CFA® charterholder with 15 years of industry experience. He is currently with Aurdan Capital Management, LLC, where he has worked since 2026. Prior to this, he spent 16 years at SEI Investments Management Corporation. Aurdan Capital Management provides discretionary investment management and financial planning to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations, managing over $526 million in client assets with a focus on asset allocation models supported by fundamental analysis, charting, and mutual fund/ETF evaluation.
Eric H
CFA®, Series 66
Wayne, PA
Aurdan Capital Management, LLC
Eric Hildenbrand is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has been with Coho Partners, Ltd. since 2016. Hildenbrand is currently an advisor at Aurdan Capital Management, LLC, a firm operating with a three-advisor team managing over $400 million in discretionary assets. Aurdan Capital serves individual and high-net-worth clients, trusts, estates, pension plans, and nonprofit organizations by providing investment management and, when requested, financial planning and consultation. The firm employs established asset-allocation models with a focus on U.S. equity securities and longer-term holdings, managing portfolios on a discretionary basis and adjusting positions as market or client circumstances change.
Sara T
CFP®, Series 65, Series 63
Wayne, PA
Aurdan Capital Management, LLC
Sara Turner is a Certified Financial Planner (CFP®) with 13 years of industry experience. She currently works at Aurdan Capital Management, LLC and has prior experience at Fidelity Investments, Brown Brothers Harriman & Co., and Haverford Financial Services. Aurdan Capital Management provides discretionary investment management and financial planning to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $526 million in client assets and emphasizes asset allocation models supported by fundamental analysis and ongoing portfolio monitoring.
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