SEC Form ADV · CIK 2106810

CALDER FINANCIAL LLC

Firm profile: Calder Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser

$134.8M

Assets Under Management

247

Total Clients

Employees

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Registration Details

CIK: 2106810
Accession: CRD-290616
Filing Date: February 3, 2026
AUM: $134.8M
Total Clients: 247
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

CALDER FINANCIAL LLC is a registered investment adviser, managing approximately $134.8M in assets across 247 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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