RIA Intel›Advisers›Pennsylvania›ALDEN CAPITAL MANAGEMENT INC.

ALDEN CAPITAL MANAGEMENT INC.

Advisory

N·WAYNE, PA

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

+119.7%

3-Year CAGR

+29.0%

Employees

19

Assets Under Management

Total AUM$1.5B

Discretionary AUM$823M

Non-Discretionary AUM$692M

Discretionary %54.3%

Total Clients3,147

Team

Total Employees19

Investment Advisers23

Employee Growth (1Y)-6.7%

Filing History

Total Filings on Record52

First FilingMar 1, 2018

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 52 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALDEN CAPITAL MANAGEMENT INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.