Candlestick Ai

Overview

Candlestick Ai is a small advisory firm focused on portfolio management for individuals and small businesses. The firm operates as a corporation with an individual owner and charges clients via a combination of percentage-of-AUM fees and subscription fees, indicating it may pair traditional advisory relationships with a subscription-based service or model-driven offerings. Its client base is retail and family-oriented rather than institutional, and it does not identify as an ESG-focused or multi-state advisor. Investment activity centers on equities, with a clear preference for exchange-traded instruments. The adviser reports non-discretionary management, meaning clients retain final trading authority while receiving portfolio recommendations or models. Given the firm’s use of subscription fees and its name, the business likely offers algorithmic signals, model portfolios, or research products alongside direct portfolio advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices