Calado Capital

Overview

Calado Capital is a small, owner-operated independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm acts as a capital allocator, placing client assets with third‑party managers as well as managing portfolios directly. Advisory services listed include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Compensation comes through a mix of asset‑based fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor and appears to operate on a single‑state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives