{"url":"https://nivawealth.com/firms/aurdan-capital-management-330304","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/330304","regulatoryAum":526247837,"crd":"330304","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5414497","suffix":null,"lastName":"HAMM-PHIPPS","firstName":"ZACHARY","middleName":"BRYANT"},{"crd":"5411037","suffix":null,"lastName":"HILDENBRAND","firstName":"ERIC","middleName":"MICHAEL"},{"crd":"5762941","suffix":null,"lastName":"TURNER","firstName":"SARA","middleName":"ALYSSA"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-07-26","regulatoryAum":400961536,"clients":361,"employees":5,"offices":1},{"filedOn":"2025-03-20","regulatoryAum":423245330,"clients":313,"employees":6,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":526247837,"clients":423,"employees":7,"offices":1}],"acquisitions":[{"date":"2024-04-01","datePrecision":"month","name":"Coho Partners","crd":"111335","source":"press","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://www.fa-mag.com/news/coho-s-private-wealth-team-spins-out-into--425m-aurdan-77770.html"}],"secFileNumber":"801-129781","legalName":"Aurdan Capital Management, LLC","displayName":"Aurdan Capital Management","slug":"aurdan-capital-management-330304","website":"https://aurdancapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/330304/af6b410bcf967b72-r1.webp","tone":"light","width":1010,"height":200,"sourceUrl":"https://aurdancapital.com/","sourceLabel":"Aurdan Capital Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/aurdan-capital-management-llc/","founded":"2024","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1550 Liberty Ridge Drive, Suite 280","city":"Wayne","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19087"},"tradeNames":[],"registration":{"secApproved":"28 March 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1168343.4024390243,"staff":{"employees":7,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":526247837,"discretionary":524262597,"discretionaryAccounts":422,"nonDiscretionary":1985240,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":296,"regulatoryAum":102566656},{"label":"High-net-worth individuals","clients":114,"regulatoryAum":376454139},{"label":"Pension and profit-sharing plans","clients":1,"regulatoryAum":32322},{"label":"Charitable organizations","clients":8,"regulatoryAum":29890330},{"label":"Corporations and other businesses","clients":4,"fewerThan5":true,"regulatoryAum":17304390}],"feePrograms":[{"role":"main","program":"Investment Management Fee (Separate Accounts)","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033191","versionId":1033191,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-30","documentName":"AURDAN CAPITAL FORM ADV PART 2A 2026-03-31","fee_rate_low":0.75,"fee_rate_high":0.95,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"3(21) Retirement Plan Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033191","versionId":1033191,"submittedOn":"2026-03-30","documentName":"AURDAN CAPITAL FORM ADV PART 2A 2026-03-31"},{"role":"other","program":"3(38) Retirement Plan Management","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033191","versionId":1033191,"submittedOn":"2026-03-30","documentName":"AURDAN CAPITAL FORM ADV PART 2A 2026-03-31"},{"role":"other","program":"Financial Planning","summary":"Initial fee for the financial plan (amount not stated) and a recurring fixed fee for ongoing planning, paid quarterly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033191","versionId":1033191,"submittedOn":"2026-03-30","documentName":"AURDAN CAPITAL FORM ADV PART 2A 2026-03-31"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T11:23:10.390127+00:00","documents":[{"name":"AURDAN CAPITAL FORM ADV PART 2A 2026-03-31","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033191","versionId":1033191,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":515548278}],"custodyNote":"Aurdan Capital Management does not have custody of client assets.","leadership":[{"name":"Kelly Christopher","title":"Chief Compliance Officer","crd":"6000499"},{"name":"Eric Hildenbrand","title":"Co-Owner","crd":"5411037"},{"name":"Steven Mills","title":"Co-Owner","crd":"4866836"},{"name":"Robert Stiles","title":"Co-Owner","crd":"2814991"}],"ownership":[{"label":"Eric Hildenbrand","detail":"Co-owner in the 25% to 50% ownership band and a control person, since February 2024."},{"label":"Steven Mills","detail":"Co-owner in the 25% to 50% ownership band and a control person, since February 2024."},{"label":"Robert Stiles","detail":"Co-owner in the 25% to 50% ownership band and a control person, since June 2024."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"1550 Liberty Ridge Drive, Suite 280","city":"Wayne","headquarters":true}]}],"brochureServices":["education planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"484-254-1935","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":23},{"label":"Securities issued by registered investment companies or business development companies","percent":76},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/330304/PDF/330304.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033191","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Aurdan Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aurdan Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Aurdan Capital Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Aurdan Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aurdan Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aurdan Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aurdan Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aurdan Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Aurdan Capital Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Aurdan Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/aurdan-capital-management-330304/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-15","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2057382/000137647426000495/0001376474-26-000495-index.html","totalValue":394222217,"positionCount":99,"top10Share":0.6198107880865578,"top10":[{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":49671415,"shares":209921,"shareType":"SH","priorValue":42854898,"priorShares":199269},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US GWT","cusip":"464287671","value":45847777,"shares":243754,"shareType":"SH","priorValue":37609988,"priorShares":242473},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":43115932,"shares":57573,"shareType":"SH","priorValue":35541559,"priorShares":54411},{"issuer":"PUTNAM ETF TRUST","titleOfClass":"FOCUSED LAR CAP","cusip":"746729300","value":23779016,"shares":466713,"shareType":"SH","priorValue":20024504,"priorShares":431563},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":17578878,"shares":298048,"shareType":"SH","priorValue":16701204,"priorShares":280457},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI INTL","cusip":"46435G326","value":15662978,"shares":175969,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":14807217,"shares":274106,"shareType":"SH","priorValue":12330730,"priorShares":233625},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":12168164,"shares":49422,"shareType":"SH","priorValue":16627040,"priorShares":80792},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"ENHANCED SML CAP","cusip":"31609A206","value":11331954,"shares":234665,"shareType":"SH"},{"issuer":"WW GRAINGER INC","titleOfClass":"COM","cusip":"384802104","value":10379852,"shares":7630,"shareType":"SH","priorValue":8658850,"priorShares":7938}],"positionsListed":99,"positions":[{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":49671415,"shares":209921,"shareType":"SH","priorValue":42854898,"priorShares":199269},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US GWT","cusip":"464287671","value":45847777,"shares":243754,"shareType":"SH","priorValue":37609988,"priorShares":242473},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":43115932,"shares":57573,"shareType":"SH","priorValue":35541559,"priorShares":54411},{"issuer":"PUTNAM ETF TRUST","titleOfClass":"FOCUSED LAR CAP","cusip":"746729300","value":23779016,"shares":466713,"shareType":"SH","priorValue":20024504,"priorShares":431563},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":17578878,"shares":298048,"shareType":"SH","priorValue":16701204,"priorShares":280457},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI INTL","cusip":"46435G326","value":15662978,"shares":175969,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":14807217,"shares":274106,"shareType":"SH","priorValue":12330730,"priorShares":233625},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":12168164,"shares":49422,"shareType":"SH","priorValue":16627040,"priorShares":80792},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"ENHANCED SML CAP","cusip":"31609A206","value":11331954,"shares":234665,"shareType":"SH"},{"issuer":"WW GRAINGER INC","titleOfClass":"COM","cusip":"384802104","value":10379852,"shares":7630,"shareType":"SH","priorValue":8658850,"priorShares":7938},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE GROWTH","cusip":"46654Q609","value":8682175,"shares":88063,"shareType":"SH","priorValue":6416696,"priorShares":75919},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":8437100,"shares":46637,"shareType":"SH","priorValue":8019321,"priorShares":48502},{"issuer":"ROSS STORES INC","titleOfClass":"COM","cusip":"778296103","value":7830539,"shares":36789,"shareType":"SH","priorValue":8372316,"priorShares":38648},{"issuer":"CENCORA INC","titleOfClass":"COM","cusip":"03073E105","value":6819056,"shares":24097,"shareType":"SH","priorValue":8224281,"priorShares":26180},{"issuer":"CAPITAL GROUP DIVIDEND VALUE","titleOfClass":"SHS CREAT UNIT","cusip":"14020W106","value":6617278,"shares":134279,"shareType":"SH","priorValue":5705135,"priorShares":134112},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":6448230,"shares":29245,"shareType":"SH","priorValue":7413049,"priorShares":31374},{"issuer":"MICROCHIP TECHNOLOGY INC.","titleOfClass":"COM","cusip":"595017104","value":5840995,"shares":64046,"shareType":"SH","priorValue":4278216,"priorShares":66216},{"issuer":"STATE STR CORP","titleOfClass":"COM","cusip":"857477103","value":5603923,"shares":33042,"shareType":"SH","priorValue":4373534,"priorShares":34557},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":5237090,"shares":14153,"shareType":"SH","priorValue":4540349,"priorShares":14153},{"issuer":"MARSH & MCLENNAN COS INC","titleOfClass":"COM","cusip":"571748102","value":5214938,"shares":31289,"shareType":"SH","priorValue":5684477,"priorShares":32773},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREAT UNIT","cusip":"14020G101","value":4726803,"shares":100144,"shareType":"SH","priorValue":4044566,"priorShares":100636},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":4563410,"shares":10980,"shareType":"SH","priorValue":3020731,"priorShares":11164},{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"NASDA 100 ETF","cusip":"38149W630","value":4496944,"shares":75821,"shareType":"SH","priorValue":3502061,"priorShares":70763},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":4393681,"shares":17300,"shareType":"SH","priorValue":4673204,"priorShares":19118},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":4084714,"shares":11280,"shareType":"SH","priorValue":4045923,"priorShares":11499},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":3966372,"shares":23928,"shareType":"SH","priorValue":5140306,"priorShares":24844},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"MUN INM ETF","cusip":"14020Y201","value":3362798,"shares":122417,"shareType":"SH","priorValue":1948749,"priorShares":71777},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":2828984,"shares":7584,"shareType":"SH","priorValue":2564538,"priorShares":6928},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":2538468,"shares":31235,"shareType":"SH","priorValue":2560223,"priorShares":33665},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":2344309,"shares":10468,"shareType":"SH","priorValue":2094176,"priorShares":10307},{"issuer":"ILLINOIS TOOL WKS INC","titleOfClass":"COM","cusip":"452308109","value":2233541,"shares":8258,"shareType":"SH","priorValue":2149475,"priorShares":8258},{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"S&P 500 PREMIUM","cusip":"38149W622","value":2213020,"shares":39824,"shareType":"SH","priorValue":1774318,"priorShares":35458},{"issuer":"SYSCO CORP","titleOfClass":"COM","cusip":"871829107","value":1832492,"shares":21925,"shareType":"SH","priorValue":1776402,"priorShares":24904},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":1695023,"shares":18680,"shareType":"SH","priorValue":2417468,"priorShares":23546},{"issuer":"AIR PRODUCTS AND CHEMICALS I","titleOfClass":"COM","cusip":"009158106","value":1600176,"shares":5458,"shareType":"SH","priorValue":1769956,"priorShares":6093},{"issuer":"PIPER SANDLER COMPANIES","titleOfClass":"COM NEW","cusip":"724078209","value":1599582,"shares":22112,"shareType":"SH","priorValue":1692674,"priorShares":22112},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":1504187,"shares":20906,"shareType":"SH","priorValue":1380643,"priorShares":20922},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE BOND ETF","cusip":"46654Q716","value":1476129,"shares":27591,"shareType":"SH","priorValue":1438681,"priorShares":26756},{"issuer":"US BANCORP","titleOfClass":"COM NEW","cusip":"902973304","value":1329223,"shares":22007,"shareType":"SH","priorValue":1306127,"priorShares":25113},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":1304199,"shares":4507,"shareType":"SH","priorValue":1514412,"priorShares":5967},{"issuer":"AFLAC INC","titleOfClass":"COM","cusip":"001055102","value":1242850,"shares":10600,"shareType":"SH","priorValue":1163804,"priorShares":10608},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":1139810,"shares":13759,"shareType":"SH","priorValue":584508,"priorShares":8380},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":1081713,"shares":8418,"shareType":"SH","priorValue":1194239,"priorShares":9928},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":1068454,"shares":12498,"shareType":"SH","priorValue":963721,"priorShares":12498},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":1003465,"shares":9700,"shareType":"SH","priorValue":697588,"priorShares":9713},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":945731,"shares":3841,"shareType":"SH","priorValue":799898,"priorShares":3844},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"CORE BOND ETF","cusip":"14020Y508","value":872524,"shares":33328,"shareType":"SH","priorValue":881288,"priorShares":33560},{"issuer":"KROGER CO","titleOfClass":"COM","cusip":"501044101","value":755208,"shares":13600,"shareType":"SH","priorValue":985398,"priorShares":13618},{"issuer":"KINDER MORGAN INC DEL","titleOfClass":"COM","cusip":"49456B101","value":747107,"shares":23369,"shareType":"SH","priorValue":784300,"priorShares":23391},{"issuer":"BERKLEY W R CORP","titleOfClass":"COM","cusip":"084423102","value":731537,"shares":10372,"shareType":"SH","priorValue":1039138,"priorShares":15678},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":697260,"shares":1977,"shareType":"SH","priorValue":621284,"priorShares":1889},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":658217,"shares":6650,"shareType":"SH","priorValue":660146,"priorShares":6650},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":638762,"shares":6614,"shareType":"SH","priorValue":1602361,"priorShares":17700},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":631284,"shares":3155,"shareType":"SH","priorValue":594704,"priorShares":3410},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"SHORT DURATION","cusip":"14020Y409","value":630824,"shares":24517,"shareType":"SH","priorValue":630705,"priorShares":24455},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":589673,"shares":4313,"shareType":"SH","priorValue":1021523,"priorShares":6021},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":586645,"shares":3092,"shareType":"SH","priorValue":601076,"priorShares":3116},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":577468,"shares":10022,"shareType":"SH","priorValue":608926,"priorShares":10040},{"issuer":"HONEYWELL INTL INC","titleOfClass":"COM","cusip":"438516205","value":575759,"shares":2572,"shareType":"SH"},{"issuer":"HONEYWELL AEROSPACE INC","titleOfClass":"COM","cusip":"43849R105","value":568397,"shares":2571,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"MUNICIPAL ETF","cusip":"46641Q647","value":562881,"shares":11112,"shareType":"SH"},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"US MULTI-SECTOR","cusip":"14020Y300","value":554849,"shares":20302,"shareType":"SH","priorValue":550474,"priorShares":20216},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":536594,"shares":5575,"shareType":"SH","priorValue":763522,"priorShares":7922},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":513356,"shares":428,"shareType":"SH","priorValue":382624,"priorShares":416},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":510860,"shares":2000,"shareType":"SH","priorValue":274795,"priorShares":2021},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":485481,"shares":3530,"shareType":"SH","priorValue":399278,"priorShares":3530},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":470861,"shares":3211,"shareType":"SH","priorValue":467986,"priorShares":3240},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":452292,"shares":8008,"shareType":"SH","priorValue":620759,"priorShares":10952},{"issuer":"HERSHEY CO","titleOfClass":"COM","cusip":"427866108","value":436871,"shares":2490,"shareType":"SH","priorValue":518062,"priorShares":2492},{"issuer":"FRANKLIN TEMPLETON ETF TR","titleOfClass":"HIGH YIELD CORP","cusip":"35473P629","value":429423,"shares":17679,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":411781,"shares":1258,"shareType":"SH","priorValue":317987,"priorShares":1081},{"issuer":"SERVICE CORP INTL","titleOfClass":"COM","cusip":"817565104","value":406842,"shares":5356,"shareType":"SH","priorValue":823780,"priorShares":9984},{"issuer":"KIMBERLY-CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":382219,"shares":3482,"shareType":"SH","priorValue":335909,"priorShares":3482},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":359670,"shares":524,"shareType":"SH","priorValue":312926,"priorShares":524},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":357998,"shares":2644,"shareType":"SH","priorValue":388536,"priorShares":2502},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":355659,"shares":7033,"shareType":"SH","priorValue":224911,"priorShares":4444},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":339852,"shares":6178,"shareType":"SH","priorValue":299386,"priorShares":6178},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":338250,"shares":1000,"shareType":"SH","priorValue":305505,"priorShares":1010},{"issuer":"BECTON DICKINSON & CO","titleOfClass":"COM","cusip":"075887109","value":328991,"shares":2174,"shareType":"SH","priorValue":342132,"priorShares":2176},{"issuer":"QUEST DIAGNOSTICS INC","titleOfClass":"COM","cusip":"74834L100","value":317077,"shares":1496,"shareType":"SH","priorValue":337674,"priorShares":1723},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":300434,"shares":3139,"shareType":"SH","priorValue":303748,"priorShares":3147},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"NASDAQ EQT PREM","cusip":"46654Q203","value":294086,"shares":4785,"shareType":"SH","priorValue":265663,"priorShares":4785},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHT MUNCPL","cusip":"46641Q654","value":286824,"shares":5624,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":279178,"shares":3647,"shareType":"SH","priorValue":271154,"priorShares":3647},{"issuer":"INVESCO ACTIVELY MANAGED EXC","titleOfClass":"MSCI EAFE IN ETF","cusip":"46090A713","value":278465,"shares":4994,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":277319,"shares":776,"shareType":"SH"},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":262145,"shares":1211,"shareType":"SH","priorValue":242419,"priorShares":1218},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":259428,"shares":824,"shareType":"SH","priorValue":231985,"priorShares":706},{"issuer":"THE BALDWIN INSURANCE GRP IN","titleOfClass":"COM CL A","cusip":"05589G102","value":257826,"shares":9700,"shareType":"SH","priorValue":212818,"priorShares":9700},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":247635,"shares":1039,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":247331,"shares":700,"shareType":"SH","priorValue":207687,"priorShares":724},{"issuer":"MARATHON PETE CORP","titleOfClass":"COM","cusip":"56585A102","value":240330,"shares":940,"shareType":"SH","priorValue":230262,"priorShares":943},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"INVESTMENT GR BD","cusip":"316188606","value":235008,"shares":5487,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"CORE PLUS BD ETF","cusip":"46641Q670","value":224749,"shares":4788,"shareType":"SH"},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":220437,"shares":876,"shareType":"SH"},{"issuer":"CARRIER GLOBAL CORPORATION","titleOfClass":"COM","cusip":"14448C104","value":215869,"shares":2943,"shareType":"SH"},{"issuer":"NORFOLK SOUTHN CORP","titleOfClass":"COM","cusip":"655844108","value":212663,"shares":676,"shareType":"SH"},{"issuer":"ISHARES S&P GSCI COMMODITY-","titleOfClass":"UNIT BEN INT","cusip":"46428R107","value":210267,"shares":7352,"shareType":"SH","priorValue":341366,"priorShares":10585},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":209166,"shares":1498,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}