CALEDONIA WEALTH MANAGEMENT, LTD.

Overview

Caledonia Wealth Management, Ltd. is an independent registered investment adviser that acts as a capital allocator for a concentrated base of individual and family clients. The firm runs discretionary portfolio management alongside financial planning and fee arrangements that include percentage-of-AUM, hourly, and fixed-fee engagements. Its advisory scope covers individuals and small businesses as well as portfolio management for institutions or business owners, and it provides selection-of-other-advisers services when clients require third-party manager access. Investment orientation skews toward equities: the firm lists Exchange Traded Equities as its primary asset type and signals a preference for public-market equity exposure while layering in private and alternative strategies for diversification and return enhancement. Caledonia is identified as an active ESG investor, which suggests ESG integration or use of ESG-screened vehicles within core public equity sleeves and in manager selection for outsourced strategies. The firm maintains a relatively compact client base and operates through two office locations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices