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ZH

Zachary B. Hamm-phipps

AURDAN CAPITAL MANAGEMENT
WAYNE, PA 19087
Some features on this profile are disabled
CRD#: 5414497
ZH

Professional summary

Zachary Bryant Hamm-phipps, who also goes by Zachary Bryant Phipps, is a registered financial advisor currently at AURDAN CAPITAL MANAGEMENT, LLC located in Wayne, Pennsylvania.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Zachary has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zachary Bryant Phipps

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Bryant Hamm-phipps's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 10, 2026 - Present

AURDAN CAPITAL MANAGEMENT, LLC

Office #1: 1550 Liberty Ridge Drive Suite 280, Wayne, PA 19087
RIA
CRD#: 330304
WAYNE, PA
Past

September 19, 2011 - March 16, 2026

SEI INVESTMENTS MANAGEMENT CORP

RIA
CRD#: 105146
OAKS, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
AURDAN CAPITAL MANAGEMENT, LLC
AURDAN CAPITAL MANAGEMENT, LLC

CRD#: 330304 / SEC#: 801-129781

RIA
Registered Investment Advisory firm - (3/28/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(4/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/4/2011
Uniform Investment Adviser Law Examination

Current Firm

AC
AURDAN CAPITAL MANAGEMENT, LLC
AURDAN CAPITAL MANAGEMENT, LLC

CRD#: 330304 / SEC#: 801-129781

RIA
Registered Investment Advisory firm - (3/28/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1550 Liberty Ridge Drive Suite 280, Wayne, PA 19087
Mailing Address
Phone number
(484) 254-1935
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AURDAN CAPITAL FORM ADV PART 2A 2025-03-31 (3/20/2025)

Regulatory assets under management

Total Number of Accounts316
AUM (Assets Under Management)$ 423,245,330

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AURDAN CAPITAL MANAGEMENT, LLC

CRD#: 330304Wayne, PA 19087

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