Calder Financial LLC
● SEC registered since 2024CRD 290616SEC# 801-130243
Reg. AUM
$134.8M
Employees
2
Accounts
247
Location
—
Calder Financial LLC assets under management
Calder Financial LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $134.8 million in regulatory assets under management and employs 2 people.
Calder Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey Shawn Calder Control | Managing Member/ Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Calder Financial LLC manage?
Calder Financial LLC reports $134.8 million in regulatory assets under management on its Form ADV.
How many employees does Calder Financial LLC have?
Calder Financial LLC reports 2 employees.
Does Calder Financial LLC disclose fund performance?
Calder Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 610-458-8373 |
| Office hours | 9:00 A.M -5:00 P.M |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2106810 |
| Discloses disciplinary history | No |
Regulatory AUM
$134.8M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$134.8Mregulatory AUM
Discretionary $134.8M