CANDOR ASSET ADVISORS, LLC

Overview

Candor Asset Advisors, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. The firm runs on a fee model that includes percentage-of-AUM fees and hourly charges, and it identifies itself as a capital allocator — meaning it builds portfolios using third‑party managers and direct investments rather than only packaged products. Candor’s filing shows a clear preference for equities and exchange‑traded strategies, and the firm does not position itself as an ESG specialist or a pension consultant. Investment activity centers on direct equity exposure and manager selection. Given the firm’s custodial relationship and asset mix, trading and tax-aware portfolio construction appear feasible at scale for their clients, with a bias toward liquid, exchange‑traded instruments supplemented by mutual funds and external alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices