Aurdan Capital Management, LLC logo

Aurdan Capital Management, LLC

Updated today

Client assets under management

$479,020,795

Clients

410

28% high-net worth

Advisors

2

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

205

Very High

Average account size

$1,168,343

About

Aurdan Capital Management provides discretionary investment management and financial planning to individuals, high net worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm reports managing approximately $526.25 million in client assets across roughly 410 client relationships, and offers portfolio management, integrated financial planning, and retirement-plan advisory services.

The firm’s investment process emphasizes asset allocation models supported by fundamental analysis, charting, and mutual fund/ETF evaluation, with portfolios typically managed on a discretionary basis and monitored for rebalancing and risk considerations. Financial planning is offered as both an initial comprehensive plan and an ongoing service, and Aurdan generally seeks a $1,000,000 account guideline while noting fees and minimums may be negotiated.

Several features in the brochure are atypical for its peer group: Aurdan was formed in 2024 yet reports over $526 million in assets under management, and the filing shows a small advisor headcount relative to AUM. The firm has also recently added ERISA 3(21) retirement plan consulting and 3(38) discretionary retirement plan management services and discloses primary custody relationships with Fidelity (and Schwab as a secondary custodian).

Client services

Financial planning Portfolio management Pension consulting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Initial financial planning fee (amount not specified, may be reduced or waived); ongoing financial planning fees charged quarterly with variable amounts depending on client needs.

Percentage

$0 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiable

Other

Account minimum: $1,000,000.00 Fee-only: Fee-only basis; no commissions received by the firm.

Main office location

Aurdan Capital Management, LLC

1550 Liberty Ridge Drive, Suite 280

Wayne PA 19087, United States

Number of offices

1

Most active in

New Jersey · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eric H

CFA®, Series 66

Wayne, PA

Aurdan Capital Management, LLC

Eric Hildenbrand is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has been with Coho Partners, Ltd. since 2016. Hildenbrand is currently an advisor at Aurdan Capital Management, LLC, a firm operating with a three-advisor team managing over $400 million in discretionary assets. Aurdan Capital serves individual and high-net-worth clients, trusts, estates, pension plans, and nonprofit organizations by providing investment management and, when requested, financial planning and consultation. The firm employs established asset-allocation models with a focus on U.S. equity securities and longer-term holdings, managing portfolios on a discretionary basis and adjusting positions as market or client circumstances change.

Founder/Business Owner
user avatar

Sara T

CFP®, Series 63, Series 65

Wayne, PA

Aurdan Capital Management, LLC

Sara Turner is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Aurdan Capital Management, LLC. Her prior roles include positions at Fidelity Investments, Brown Brothers Harriman & Co., and Haverford Financial Services. Aurdan Capital Management serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and nonprofit organizations, providing continuous investment management and financial planning when requested. The firm employs established asset-allocation models tailored to client objectives, focusing on U.S. equity securities and managing portfolios on a discretionary basis.

Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")