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 with nine years of industry experience. He is currently with Aurdan Capital Management, LLC and previously worked at Coho Partners, Ltd. and Haverford Financial Services, Inc. Aurdan Capital Management provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages over $526 million in client assets and employs an investment process based on asset allocation models supported by fundamental analysis, charting, and mutual fund/ETF evaluation.
Sara T
CFP®, Series 63, Series 65
Wayne, PA
Aurdan Capital Management, LLC
Sara Turner is a CFP® with 13 years of industry experience, currently serving as an advisor at Aurdan Capital Management, LLC since 2025. Her prior roles include positions at Fidelity Investments and Brown Brothers Harriman & Co., among others. Aurdan Capital Management provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes asset allocation supported by fundamental analysis and manages portfolios on a discretionary basis, with offerings that include comprehensive and ongoing financial planning.
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