Aurdan Capital Management, Llc
- Regulatory AUM
- $526M
- Discretionary
- $524M
- Clients
- 423
- Avg AUM / client
- $1.2M
- Accounts
- 423
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 296 | $103M | 19.5% |
| High net worth individuals | 114 | $376M | 71.5% |
| Pension and profit sharing plans | 1 | $32.3K | 0.01% |
| Charitable organizations | 8 | $29.9M | 5.68% |
| Corporations and other businesses | 4 | $17.3M | 3.29% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Saul Ewing Retirement Plan Saul Ewing Llp | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher, Kelly, Melissa | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Eric Michael Hildenbrand | Co Owner | CFA | Feb 2024 (3y) | 25% – 50% |
| Mills, Steven, Brian | Co Owner | Feb 2024 (3y) | 25% – 50% | |
| Stiles, Robert, F | Co Owner | Jun 2024 (2y) | 25% – 50% | |
| Sara Alyssa Turner | Registered representative | CFP | May 2025 (1y) | |
| Zachary Bryant Hamm Phipps | Registered representative | CFA | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Saul Ewing Retirement Plan | Saul Ewing Llp | 869 | $489M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- National Financial Services (Fidelity) $516M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗