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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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ZACHARY BRYANT HAMM-PHIPPS
--
- CRD
- #5414497
SARA ALYSSA TURNER
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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