Candor Financial, LLC

Overview

Candor Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model is flexible, combining percentage-of-AUM billing with options for hourly or fixed fees. Candor is not described as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Service offerings center on discretionary portfolio management and financial planning rather than institutional pension consulting or related-adviser activities. The firm appears to be structured for personalized relationships with a small number of high-balance clients rather than large, institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives