Candent Capital, LLC

Overview

Candent Capital, LLC is an independent registered investment adviser operating as a limited liability company and focused on individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its billing is flexible—percentage-of-AUM arrangements sit alongside hourly and fixed-fee engagements—allowing advisers to tailor relationships to different client needs and complexity. Investment activity centers on publicly traded mutual funds and ETFs as the core sleeve of client portfolios, while the firm also pursues alternative allocations for diversification and income enhancement. Candent Capital identifies as an active ESG investor, which shapes manager and fund selection across both public and private strategies. The firm operates with a small client base and manages portfolios on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices