Fee-only adviser · Wayne, PA
Aurdan Capital Management, LLC
Aurdan Capital Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Wayne, Pennsylvania. On its latest Form ADV, filed March 30, 2026, it reports $526M in regulatory assets under management, 410 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 330304 · SEC file 801-129781 |
| Office | 1550 Liberty Ridge Drive Suite 280 Wayne, PA 19087 |
| Phone | (484) 254-1935 |
| Website | aurdancapital.com |
| Regulatory assets under management | $526M ($524M discretionary) |
| Individual clients | 296 non-high-net-worth, 114 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Wayne
- Wick Capital Partners, LLC $930M
- Entrust Financial LLC $351M
- Addis & Hill, Incorporated $254M
- Clovelly Wealth $12M
- Capridge Advisors $6.5M
- Radnor Capital Management, LLC $855M
See all 10 fee-only advisers in Wayne →
Nearby
- Chesterbrook 2 firms
- Radnor 12 firms
- King of Prussia 3 firms
- Villanova 1 firm
- Berwyn 8 firms
- Bryn Mawr 5 firms
- Paoli 3 firms
- Conshohocken 12 firms
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