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Zachary Bryant Hamm-Phipps

Aurdan Capital Management, LLC

Wayne, PA

CRD 5414497

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Employer firm

Aurdan Capital Management, LLC CRD 330304

$526M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Aurdan Capital Management, Llc

1550 Liberty Ridge Drive Suite 280, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-10
  • PA RA
    APPROVED
    Since 2026-04-10

Branch Locations

1550 Liberty Ridge Drive Suite 280, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sei Investments Management Corporation Oaks PA 07/2010 03/2026
Aurdan Capital Management, Llc. Wayne PA 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-04
  • S65 Uniform Investment Adviser Law Examination
    2011-08-04
Designations
  • Chartered Financial Analyst
Other Names
  • Zachary Bryant Phipps

View on SEC IAPD

Nearby Firms

ADDIS & HILL, INCORPORATED
CHARLES SCHWAB & CO., INC.
PNC WEALTH MANAGEMENT LLC

Nearby Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS

Nearby Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA

More in Wayne, PA

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