SourcingSourcing

AURDAN CAPITAL MANAGEMENT, LLC

C29
CRD 330304·SEC 801-129781·WAYNE, PA
AUM
$526.2M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AURDAN CAPITAL MANAGEMENT, LLC
CRD
330304
SEC file #
801-129781
EIN
990588333
DBA names
—

Economics

AUM
$526.2M
AUM band
$500M-$1B
AUM trajectory
'25'26
$423.2M → $526.2M▲ +24%
Client mix
Individuals Other296
Individuals High Net Worth114
Charitable Organizations8
Corporations4
Pension Profit Sharing Plans1

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
3 advisors → 6 advisors▲ +100%
Primary office
WAYNE PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
aurdancapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HILDENBRAND, ERIC, MICHAEL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
HILDENBRAND, ERIC, MICHAEL
MILLS, STEVEN, BRIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AURDANCAPITAL.COM
Rdap Domain Creation Date
2024-01-09T20:54:50Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
13,199
Form 5500 Compensation Trajectory 3y
202613,199
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
13,199
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002057382
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-21
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001376474-26-000303

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
1550 LIBERTY RIDGE DRIVESUITE 280WAYNE, PA 19087
Business
1550 LIBERTY RIDGE DRIVESUITE 280WAYNE, PA 19087
Edgar EIN
990588333
Edgar Recent Filings
13F-HR2026-04-21 · 0001376474-26-000303
13F-HR2026-01-12 · 0001376474-26-000029
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-09T20:54:50Z
Rdap Domain Last Changed
2025-12-25T08:15:55Z
Rdap Nameservers
Ns1.advsrydev.comNs2.advsrydev.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5411037
Trust Company Affiliate
No

People (6)

6
HILDENBRAND, ERIC, MICHAEL
IAR · Direct Owner · 37.5%
5411037
STEVEN BRIAN MILLS
Direct Owner · 37.5%
4866836
ROBERT F STILES
Direct Owner · 37.5%
2814991
CHRISTOPHER, KELLY, MELISSA
Executive Officer · 2.5%
6000499
ZACHARY BRYANT HAMM-PHIPPS
IAR
5414497
SARA ALYSSA TURNER
IAR
5762941