A complete list of active advisors currently associated with Aurdan Capital Management, LLC

Warmer can help you find a great advisor at Aurdan Capital Management, LLC or one who fits your needs even better.

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).

To learn more about the advisors currently working at Aurdan Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.