This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$526MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$524M

Private client RAUM

$479MderivedItem 5.D individuals plus high net worth individuals

Private client share

91%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$175Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

423

Individual clients

296

High net worth clients

114

SEC number

801-129781

CRD

330304

Filings on the tape

7

First filed

Feb 27, 2024

Latest filed

Mar 30, 2026

Organised

Limited Liability Company, DE

Website

aurdancapital.com

• Occurred

  Jul 11, 2024
  Control person joined

  F Robert Stiles (Co-Owner) appeared on Schedule A of Aurdan Capital Management, Llc

  Form ADVobserved 6 days ago
• Occurred

  Feb 27, 2024
  First Form ADV filing

  Aurdan Capital Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:962006dd-5465-efc7-77b0-a98d7a57adbb

First observed

Feb 27, 2024

Last observed

Mar 30, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.