Candor Asset Advisors, LLC

Overview

Candor Asset Advisors, LLC is a small, owner-operated independent registered investment adviser that focuses on individual and family clients. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. The firm charges on a percentage-of-AUM basis and also offers hourly billing. Candor identifies as a capital allocator, which indicates it places client capital with third-party managers in addition to managing liquid portfolios itself. It is not positioned as an active ESG investor and does not operate as a multi-state advisory firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices