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 fee-based wealth adviser focused on individual and family clients, operating as a limited liability company and registered with the SEC in 2024. The firm’s advisory work centers on portfolio management for individuals and small businesses, with a percentage-of-AUM fee model. It is owned by an individual and is not positioned as a capital allocator or pension consultant. Calder does not self-identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 31Active vs passive
$94.9M in ETFs
77%
$73.1M
17%
$21.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ULTRA-SHORT BOND ETF (VUSB) | Vanguard | Active | Ultrashort Bond | $16.4M | 330,287 | 17.26% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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