Candor Financial, LLC

Overview

Candor Financial, LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals, families and small-business clients. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and is run as an individually owned practice rather than a multi-state or institutional allocator. Investment activity centers on publicly traded equities and exchange-traded funds as the primary portfolio building blocks, with selective use of third-party mutual funds and real estate exposures to round out client allocations. The firm does not position itself as an active ESG investor. Candor Financial manages a small number of high-balance client relationships, which suggests a hands-on, bespoke advisory approach rather than a mass-market, scaled platform. Advisory services emphasize customized planning and portfolio oversight rather than large-scale fund management or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices