DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Aurdan Capital Management, LLC
Latest filing Mar 30, 2026
First filing on the tape Feb 27, 2024 · 7 filings
SEC status approved since Mar 28, 2024
RAUM
$526M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
91%
$479M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$175M
derived; firm RAUM over IAPD count
Employees
7
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$526M as of Mar 30, 2026
Mar 20, 2025$423M then
HNW client RAUM$376M as of Mar 30, 2026
Mar 20, 2025$300M then
State-registered IARs (5.B.3)1 as of Mar 30, 2026
Mar 20, 20251 then
Employees (5.A)7 as of Mar 30, 2026
Mar 20, 20256 then
Private funds: no history
RAUM +24% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $175MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 137derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +34%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$376M72%
- Individuals$103M19%
- Charitable organizations$29.9M5.7%
- Corporations and businesses$17.3M3.3%
- Pension and profit-sharing plans$32,3220.0%
- Individual clients
- 296reported
- HNW clients
- 114reported
- Pension plan clients
- 1reported
- Charitable clients
- 8reported
- Accounts
- 423reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Eric Michael HildenbrandChartered Financial Analyst | Wayne, Pa | Sep 20, 2024 | 17 y | 2 |
| Sara Alyssa TurnerCertified Financial Planner | Wayne, Pa | May 1, 2025 | 15 y | 5 |
| Zachary Bryant Hamm-PhippsChartered Financial Analyst | Wayne, Pa | Apr 10, 2026 | 16 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Zachary Bryant Hamm-Phipps from Sei Investments Management CorpApr 10, 2026 · RIA to RIA
- Sara Alyssa Turner from Fidelity Personal And Workplace AdvisorsMay 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Eric Michael Hildenbrand from Coho Partners, Ltd.Sep 20, 2024 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Michael Eric Hildenbrand · Co-Ownercontrolsince 02/2024 · owns 25% to 50%
- Brian Steven Mills · Co-Ownercontrolsince 02/2024 · owns 25% to 50%
- F Robert Stiles · Co-Ownercontrolsince 06/2024 · owns 25% to 50%
- Melissa Kelly Christopher · Chief Compliance Officersince 02/2024 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wayne, Pa · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 30, 2026pension consulting (Item 5.G.6): no on the filing of 2025-03-20, yes on the filing of 2026-03-30peers: independent wealth managers, $500M to $1B (1,483)
- custody status changedChange between filings · filing Mar 30, 2026custody of client assets (Item 9.A): yes on the filing of 2025-03-20, no on the filing of 2026-03-30peers: independent wealth managers, $500M to $1B (1,483)
What changed
consecutive filings, newest first
- Accounts · 316 to 423Mar 20, 2025 to Mar 30, 2026
- Advisory employees · 3 to 6Mar 20, 2025 to Mar 30, 2026
- Advisory activities · 2 to 3Mar 20, 2025 to Mar 30, 2026
- Charity clients · 6 to 8Mar 20, 2025 to Mar 30, 2026
- Corporate clients · unset to 4.0Mar 20, 2025 to Mar 30, 2026
- HNW clients · 92 to 114Mar 20, 2025 to Mar 30, 2026
- Individual clients · 215 to 296Mar 20, 2025 to Mar 30, 2026
- Pension plan clients · unset to 1.0Mar 20, 2025 to Mar 30, 2026
- Assets in custody · 48457972.0 to unsetMar 20, 2025 to Mar 30, 2026
- Custody of client assets · true to falseMar 20, 2025 to Mar 30, 2026
- Employees · 6 to 7Mar 20, 2025 to Mar 30, 2026
- Financial planning clients · 101-250 to 51-100Mar 20, 2025 to Mar 30, 2026
- Discretionary RAUM · $423M to $524MMar 20, 2025 to Mar 30, 2026
- HNW RAUM · $300M to $376MMar 20, 2025 to Mar 30, 2026
- Individual RAUM · $78.7M to $103MMar 20, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $0 to $2.0MMar 20, 2025 to Mar 30, 2026
- Pension RAUM · unset to 32322.0Mar 20, 2025 to Mar 30, 2026
- RAUM · $423M to $526MMar 20, 2025 to Mar 30, 2026
- Accounts · 364 to 316Jul 26, 2024 to Mar 20, 2025
- Charity clients · 9 to 6Jul 26, 2024 to Mar 20, 2025
- HNW clients · 99 to 92Jul 26, 2024 to Mar 20, 2025
- Individual clients · 253 to 215Jul 26, 2024 to Mar 20, 2025
- Assets in custody · unset to 48457972.0Jul 26, 2024 to Mar 20, 2025
- Custody of client assets · false to trueJul 26, 2024 to Mar 20, 2025
- Employees · 5 to 6Jul 26, 2024 to Mar 20, 2025
- Insurance-licensed employees · 1 to 0Jul 26, 2024 to Mar 20, 2025
- Financial planning clients · 101-250 to 101-250Jul 26, 2024 to Mar 20, 2025
- Discretionary RAUM · $400M to $423MJul 26, 2024 to Mar 20, 2025
- HNW RAUM · $258M to $300MJul 26, 2024 to Mar 20, 2025
- Individual RAUM · $95.4M to $78.7MJul 26, 2024 to Mar 20, 2025
- Non-discretionary RAUM · $466,288 to $0Jul 26, 2024 to Mar 20, 2025
- RAUM · $401M to $423MJul 26, 2024 to Mar 20, 2025
- Accounts · unset to 364.0Jul 11, 2024 to Jul 26, 2024
- Advisory employees · 2 to 3Jul 11, 2024 to Jul 26, 2024
- Charity clients · unset to 9.0Jul 11, 2024 to Jul 26, 2024
- HNW clients · unset to 99.0Jul 11, 2024 to Jul 26, 2024
- Individual clients · unset to 253.0Jul 11, 2024 to Jul 26, 2024
- Employees · 4 to 5Jul 11, 2024 to Jul 26, 2024
- Financial planning clients · 0 to 101-250Jul 11, 2024 to Jul 26, 2024
- State-registered IARs · 0 to 1Jul 11, 2024 to Jul 26, 2024
Signals
2 dated events
- F Robert Stiles (Co-Owner) appeared on Schedule A of Aurdan Capital Management, LlcJul 11, 2024 · Control person joined · fact
- Aurdan Capital Management, Llc filed its initial SEC registration (Form ADV)Feb 27, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@aurdancapital.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 484-254-1935reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 610-212-4790reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/aurdan-capital-management-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- aurdancapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 484-254-1935reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $175Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026