# Aurdan Capital Management, LLC

> Aurdan Capital Management, LLC is an SEC-registered investment advisory firm in Wayne, PA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 330304
- Filed as: AURDAN CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wayne, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330304
- AdvisorCensus page: https://advisorcensus.com/firm/aurdan-capital-management-llc-wayne-pa-330304

## Quick answers

**How is Aurdan Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aurdan Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aurdan Capital Management, LLC located?**
Aurdan Capital Management, LLC's principal office is in Wayne, PA, according to its Form ADV.

**Is Aurdan Capital Management, LLC registered with the SEC or a state?**
Aurdan Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330304.

**How much does Aurdan Capital Management, LLC manage?**
Aurdan Capital Management, LLC reports $526,247,837 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Aurdan Capital Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Aurdan Capital Management, LLC: Regulatory assets under management: $400,961,536 in the October 2024 data and $526,247,837 in the October 2026 data, up 31%. Total employees: 5 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aurdan Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (296); high net worth individuals (114); charitable organizations (8).

**Which custodians does Aurdan Capital Management, LLC use?**
Aurdan Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Aurdan Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330304

**What changed in Aurdan Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 6. Regulatory assets under management went from $423,245,330 to $526,247,837 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $526,247,837
- Discretionary: $524,262,597
- Non-discretionary: $1,985,240

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 296 | $102,566,656 |
| High net worth individuals | 114 | $376,454,139 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $32,322 |
| Charitable organizations | 8 | $29,890,330 |
| Corporations or other businesses not listed above | 4 | $17,304,390 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aurdancapital.com
- LinkedIn @aurdan-capital-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $400,961,536 | 5 | July 26, 2024 |
| October 2025 | $423,245,330 | 6 | March 20, 2025 |
| October 2026 | $526,247,837 | 7 | March 30, 2026 |

Regulatory assets under management: $400,961,536 in the October 2024 data and $526,247,837 in the October 2026 data, up 31%.
Total employees: 5 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 6.
- Regulatory assets under management went from $423,245,330 to $526,247,837 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aurdan Capital Management, LLC (CRD 330304): Form ADV filing data as of October 2026.