Calder Investment Advisors
● SEC registered since 2007CRD 143973SEC# 801-67907Ada, MI
Reg. AUM
$297M
Employees
7
Accounts
1,831
Location
Ada, MI
About Calder Investment Advisors
Calder Investment Advisors, presenting as Calder Financial Group, provides financial planning, wealth management, and retirement plan consulting without commissions. For employers it offers benefits and compensation consulting, and for individuals it delivers planning, investment management, and Social Security guidance as a fiduciary.
Summary based on the firm’s website.
Calder Investment Advisors assets under management
Calder Investment Advisors is an investment advisory firm registered with the SEC based in Ada, MI. The firm has been registered since 2007. It reports $297 million in regulatory assets under management and employs 7 people.
Calder Investment Advisors owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian D Riefepeters | President | 25-50% | 2020 |
| Daren Bahr Shavell | Chief Compliance Officer | 25-50% | 2026 |
| George Dirk Racette Control | Ceo | 25-50% | 2007 |
Frequently asked questions
How much does Calder Investment Advisors manage?
Calder Investment Advisors reports $297 million in regulatory assets under management on its Form ADV.
How many employees does Calder Investment Advisors have?
Calder Investment Advisors reports 7 employees.
Where is Calder Investment Advisors located?
Calder Investment Advisors is based in Ada, MI and has been SEC-registered since 2007.
Does Calder Investment Advisors disclose fund performance?
Calder Investment Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7504 Thornapple River Dr. SE, Ada, MI 49301 |
| Phone | 616-235-2442 |
| Fax | 616-235-2460 |
| Office hours | 8:30 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$297M▲ 14%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$297Mregulatory AUM
Discretionary $297M