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AURDAN CAPITAL MANAGEMENT, LLC
CRD 330304File 801-129781
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$526.2M
Above cohort median (national)
Discretionary AUM
$524.3M
Non-discretionary $2.0M
Clients
423
423 accounts
Employees
7
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 28, 2024
- Principal office
- 1550 LIBERTY RIDGE DRIVE, SUITE 280, WAYNE, PA, 19087
- Phone
- 484-254-1935
- Website
- https://aurdancapital.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $526.2M
- Discretionary AUM
- $524.3M
- Non-discretionary AUM
- $2.0M
- Discretionary accounts
- 422
- Non-discretionary accounts
- 1
- Total accounts
- 423
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $17.3M |
| Charitable organizations | 8 | $29.9M |
| High net worth individuals | 114 | $376.5M |
| Pension and profit sharing plans | 1 | $32K |
| Individuals (other than high net worth individuals) | 296 | $102.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

