Aurdan Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and education planning. Financial planning was provided to 51–100 clients last fiscal year.
Aurdan Capital Management reports 423 clients. They include 296 individual clients, 114 high-net-worth individuals and 8 charitable organizations. Of its assets, 99.6% ($524M across 422 accounts) are managed with discretion; $1.99M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 19% |
| High-net-worth individuals | 27% | 72% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 2% | 6% |
| Corporations and other businesses | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 296 | $103M | 19.5% | $347K |
| High-net-worth individuals | 114 | $376M | 71.5% | $3.3M |
| Pension and profit-sharing plans | 1 | $32.3K | 0.0% | $32.3K |
| Charitable organizations | 8 | $29.9M | 5.7% | $3.74M |
| Corporations and other businesses | Fewer than 5 | $17.3M | 3.3% | $4.33M |
| Total | 423 | $526M | 100% | — |
- Clients
- 296
- Regulatory AUM
- $103M
- AUM share
- 19.5%
- Avg. per client
- $347K
- Clients
- 114
- Regulatory AUM
- $376M
- AUM share
- 71.5%
- Avg. per client
- $3.3M
- Clients
- 1
- Regulatory AUM
- $32.3K
- AUM share
- 0.0%
- Avg. per client
- $32.3K
- Clients
- 8
- Regulatory AUM
- $29.9M
- AUM share
- 5.7%
- Avg. per client
- $3.74M
- Clients
- Fewer than 5
- Regulatory AUM
- $17.3M
- AUM share
- 3.3%
- Avg. per client
- $4.33M
Total
- Clients
- 423
- Regulatory AUM
- $526M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Aurdan Capital Management charges 0.75%–0.95% a year for its Investment Management Fee (Separate Accounts). The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- 3(21) Retirement Plan Consulting
- Annual fee of 0.55% on the first $5 million, 0.35% on the next $5 million, 0.20% on the next $15 million, negotiable above $25 million.
- 3(38) Retirement Plan Management
- Annual fee of 0.60% on the first $5 million, 0.45% on the next $5 million, 0.25% on the next $15 million, negotiable above $25 million.
- Financial Planning
- Initial fee for the financial plan (amount not stated) and a recurring fixed fee for ongoing planning, paid quarterly in arrears.
Eric Hildenbrand owns 25% to 50% of Aurdan Capital Management. The leadership team of Aurdan Capital Management includes Chief Compliance Officer Kelly Christopher. It has 7 employees, 6 of them in advisory roles.
Leadership
- Kelly ChristopherChief Compliance Officer
Eric HildenbrandCo-Owner- Steven MillsCo-Owner
- Robert StilesCo-Owner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 6 in advisory functions
- 1 state-registered rep
- Owns 25% to 50% of Aurdan Capital Management, LLC
Eric Hildenbrand
Control person · since February 2024
- Owns 25% to 50% of Aurdan Capital Management, LLC
Steven Mills
Control person · since February 2024
- Owns 25% to 50% of Aurdan Capital Management, LLC
Robert Stiles
Control person · since June 2024
Aurdan Capital Management’s regulatory assets grew from $401M (July 2024) to $526M (March 2026); clients rose from 361 to 423 and employees from 5 to 7. In 2024, Coho Partners joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $526M | 423 | 7 | 1 |
| March 2025 | $423M | 313 | 6 | 1 |
| July 2024 | $401M | 361 | 5 | 1 |
Firms that joined
20241 joined
- Coho PartnersNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Aurdan Capital Management has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 1550 Liberty Ridge Drive, Suite 280, WayneHQ
Contact and registration details
- Legal name
- Aurdan Capital Management, LLC
- Headquarters
- 1550 Liberty Ridge Drive, Suite 280, Wayne, PA 19087
- Website
- aurdancapital.com
- Phone
- 484-254-1935
- @aurdan-capital-management-llc
- SEC file
- 801-129781
- Founded
- 2024
- Structure
- Delaware LLC
- Fiscal year end
- December
Aurdan Capital Management uses Fidelity ($516M) as custodian for its separately managed accounts. Aurdan Capital Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $516M100%
At year end, Aurdan Capital Management’s separately managed accounts were mostly in funds (76%) and stocks (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $394M across 99 positions; the largest are Vanguard Specialized Funds (12.6%), iShares TR (11.6%) and iShares TR (10.9%).
What the accounts hold
- Stocks23%
- Funds76%
- Cash1%
Reported 13F holdings
- $394M
- Reported 13F value
- 99
- Positions
- 62.0%
- In the 10 largest
- +18.3%
- Value vs. prior quarter
- Vanguard Specialized Funds · Div App ETF12.6%
- iShares TR · Core S&P US Gwt11.6%
- iShares TR · Core S&P500 ETF10.9%
- Putnam ETF Trust · Focused Lar Cap6.0%
- Vanguard Scottsdale Fds · Inter Term Treas4.5%
- iShares TR · Core MSCI Intl4.0%
- Dimensional ETF Trust · Internatnal Val3.8%
- Vanguard Index Fds · Extend Mkt ETF3.1%
- Fidelity Covington Trust · Enhanced Sml Cap2.9%
- WW Grainger Inc.2.6%
Together, the ten largest are 62.0% of reported value.
How many clients does Aurdan Capital Management have?
Aurdan Capital Management has 423 clients and manages $526 million for them, as of March 2026. They include 296 individual clients, 114 high-net-worth individuals and 8 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Aurdan Capital Management offer?
Aurdan Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and education planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Aurdan Capital Management charge?
Aurdan Capital Management charges 0.75%–0.95% a year for its Investment Management Fee (Separate Accounts). The fee is billed in arrears and is negotiable.
Source: AURDAN CAPITAL FORM ADV PART 2A 2026-03-31, filed 30 March 2026
Which custodians does Aurdan Capital Management use?
Aurdan Capital Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $516M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Aurdan Capital Management have?
Aurdan Capital Management has 1 investment adviser representative registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aurdan Capital Management invest in?
At the end of its last fiscal year, Aurdan Capital Management’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aurdan Capital Management?
Aurdan Capital Management’s direct owners are Eric Hildenbrand, Steven Mills and Robert Stiles, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Aurdan Capital Management get paid?
Aurdan Capital Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Aurdan Capital Management registered with the SEC?
Yes, Aurdan Capital Management has been registered with the SEC as an investment adviser since 28 March 2024. Its CRD number is 330304 and its SEC file number is 801-129781.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Aurdan Capital Management?
Aurdan Capital Management’s main office is at 1550 Liberty Ridge Drive, Suite 280, Wayne, PA 19087. Its phone number is 484-254-1935. Its website is aurdancapital.com.