Zachary Hamm-Phipps has been an investment adviser representative at Aurdan Capital Management since April 2026, and is not listed among the firm’s executive officers or direct owners. Zachary Hamm-Phipps holds a Bachelor of Science in Finance from Kutztown University.
Aurdan Capital Management, LLC is a Wayne, PA firm with $526M under management, 423 clients and 6 advisers in one office, as of its March 2026 filing.
Zach Phipps is Wealth Advisor of Aurdan Capital Management. He has more than 16 years of experience in the wealth management industry, including portfolio construction, asset allocation, tax management and investment strategy. Before joining Aurdan he was Co-Head of Investment Strategy at SEI Investments within the Private Wealth Management group.
Zachary Hamm-Phipps’ longest registration was 14 years at SEI Investments Management Corp (2011–2026). Before joining Aurdan Capital Management in 2026, Zachary Hamm-Phipps was registered through SEI Investments Management Corp.
- – present · under a yearWayne, PA · Adviser representative · Firm CRD 330304
- SEI Investments Management Corp– · 14 yearsOaks, PA · Adviser representative · Firm CRD 105146
Professional designations
Listed by Aurdan Capital Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Zachary Hamm-Phipps is registered as an investment adviser representative in Pennsylvania, since April 2026.
- PennsylvaniaSince 10 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 August 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary Bryant Hamm-Phipps
- CRD
- 5414497
- Firm
- Aurdan Capital Management · CRD 330304
- Office
- 1550 LIBERTY RIDGE DRIVE, SUITE 280, Wayne, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- October 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aurdancapital.com
Where does Zachary Hamm-Phipps work?
Zachary Hamm-Phipps is an investment adviser representative registered through Aurdan Capital Management, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Hamm-Phipps a financial advisor?
Yes. Zachary Hamm-Phipps has a current investment-adviser registration in Pennsylvania, through Aurdan Capital Management since April 2026.
How many years of experience does Zachary Hamm-Phipps have?
Zachary Hamm-Phipps has 15 years in the financial industry, since October 2011, across 2 adviser firms.
What exams has Zachary Hamm-Phipps passed?
Zachary Hamm-Phipps passed the Series 65 in August 2011.
Where did Zachary Hamm-Phipps work before Aurdan Capital Management?
Before Aurdan Capital Management, Zachary Hamm-Phipps was registered through SEI Investments Management Corp, September 2011 to March 2026.
Where is Zachary Hamm-Phipps based?
Zachary Hamm-Phipps’ registered office is in Wayne, PA.
Is Zachary Hamm-Phipps registered with FINRA?
No. Zachary Hamm-Phipps has no current broker registration.
Is Zachary Hamm-Phipps a CFA charterholder?
Aurdan Capital Management lists Zachary Hamm-Phipps with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Zachary Hamm-Phipps’ record?
Search CRD 5414497 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Hamm-Phipps’ full registration record.
- Kelly ChristopherChief Compliance Officer
Eric HildenbrandCo-Owner- Steven MillsCo-Owner
- Robert StilesCo-Owner