Caldric Capital
RIASEC Registered
Total AUM
$793K
Discretionary
$793K
100% of AUM
Avg account
$159K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 341169
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Caldric Capital is a privately held limited liability company owned by an individual that provides fee-based financial planning and portfolio management services directed at individuals and small businesses. The firm charges a percentage of assets under management and also offers hourly billing for some services. Its regulatory filings indicate it is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser or pension consultant.
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 Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Joshua Aust
FounderCRD 8236579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations