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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-2024
- Office Locations
- 1
Office Locations
About Aurdan Capital Management, LLC
Aurdan Capital Management is an independent, employee-owned, SEC-registered RIA providing comprehensive wealth planning, discretionary investment management, and retirement plan services for individuals and families, business owners, and endowments/foundations/nonprofits. Portfolios emphasize disciplined asset allocation with active management complemented by passive exposures, prioritizing downside protection with upside participation and income when prudent. Offers an online financial dashboard and publishes regular market perspectives.
Reported data analysis
What the numbers show
Between March 20, 2025 and March 30, 2026, reported AUM increased 24.3%, from $423.2M to $526.2M.
Across 3 reported observations, AUM increased 31.2% between July 26, 2024 and March 30, 2026, from $401.0M to $526.2M.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 6 advisory representatives and 423 clients, or 70.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ERIC MICHAEL HILDENBRAND
Co-Owner, Founder
- CRD
- #5411037
- Ownership
- 25% but less than 50%
STEVEN BRIAN MILLS
Co-Owner, Partner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
ZACHARY BRYANT HAMM-PHIPPS
Wealth Advisor
- CRD
- #5414497
SARA ALYSSA TURNER
Director of Wealth Planning
- CRD
- #5762941
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $524,262,597 | $1,242,328 |
| Non-Discretionary | $1,985,240 | $1,985,240 |
| Total | $526,247,837 | $1,244,085 |
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Separately Managed Accounts
SMA allocation detail is available
Aurdan Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aurdan Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.