Calder Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 290616
- Registered since
- May 15, 2024
- Website
- www.calderfinancial.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.75%
- Individuals15.25%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Calder Financial LLC is a privately owned limited liability company that provides portfolio management primarily for individual and family clients and small businesses. The firm is SEC-registered (2024) and charges fees as a percentage of assets under management. Its advisory activity is focused on discretionary portfolio management rather than institutional consulting or pension work. Calder reports it is not an active ESG investor, does not operate as a multi-state adviser, and is not organized as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Casey Calder
PresidentCRD 1061404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$99.9M in ETFs
78%
$77.6M
16%
$22.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $16.4M | 23,838 | 16.38% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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