AURDAN CAPITAL MANAGEMENT, LLC
SEC RegisteredEmpowering Clients to Achieve Their Financial Goals
About the firm
Aurdan Capital is an independent, employee-owned fiduciary wealth management firm. Its purpose is to empower clients to achieve their goals and secure their financial futures through comprehensive advice, wealth planning, and investment management services. The firm manages over $400 million in assets under management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth planning, investment management, retirement plan services, and endowment/foundation/nonprofit services, including investment advice and management, asset allocation, tax optimization, estate planning advice, risk management, business succession planning, lending solutions, philanthropic guidance, fiduciary trust services, discretionary investment management, strategic advisory services, policy development and oversight, customized reporting, and board and staff education.
Who they serve
Individuals, families, retirement plans, and non-profits, including business owners and endowments, foundations, and nonprofits — particularly those who are often overlooked and underserved by large brokerage houses and require personalized, comprehensive wealth management solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 296 | $103M |
| High Net Worth Individuals | 114 | $376M |
| Charitable Organizations | 1 | $32k |
| State/Municipal Entities | 8 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On first $2,000,000 | 0.95% |
| On next $3,000,000 | 0.85% |
| On next $5,000,000 | 0.75% |
| On amounts > $10,000,000 | 0.00% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AURDAN CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.