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AURDAN CAPITAL MANAGEMENT, LLC

WAYNE, PA · CRD 330304 · IAPD ↗ · aurdancapital.com · 484-254-1935

$526.2MRegulatory AUM
6Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — AURDAN CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($423.2M -> $526.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2026 — AURDAN CAPITAL MANAGEMENT, LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2025 — AURDAN CAPITAL MANAGEMENT, LLC now reports custody of client assets ($48.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
August 2024 — AURDAN CAPITAL MANAGEMENT, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
August 2024 — AURDAN CAPITAL MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
August 2024 — AURDAN CAPITAL MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
June 2024 — AURDAN CAPITAL MANAGEMENT, LLC moved its main office from BERWYN, PA to WAYNE, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
April 2024 — AURDAN CAPITAL MANAGEMENT, LLC (BERWYN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.