Caltier Advisors, LLC
● SEC registered since 2023CRD 317263SEC# 801-123596Poway, CA
Reg. AUM
$6.9M
Employees
3
Accounts
2,304
Location
Poway, CA
Caltier Advisors, LLC assets under management
Caltier Advisors, LLC is a registered investment adviser overseen by the SEC based in Poway, CA. The firm has been registered since 2023. It reports $6.9 million in regulatory assets under management and employs 3 people.
Caltier Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caltier Inc. Control | Manager | Over 75% | 2021 |
| Matthew David Belcher Control | Executive Officer | Under 5% | 2021 |
| Parker Andrew Smith Control | Executive Officer - Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Caltier Advisors, LLC manage?
Caltier Advisors, LLC reports $6.9 million in regulatory assets under management on its Form ADV.
How many employees does Caltier Advisors, LLC have?
Caltier Advisors, LLC reports 3 employees.
Where is Caltier Advisors, LLC located?
Caltier Advisors, LLC is based in Poway, CA and has been SEC-registered since 2023.
Does Caltier Advisors, LLC disclose fund performance?
Caltier Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14269 Danielson St., Poway, CA 92064 |
| Phone | 619-354-2527 |
| Office hours | 9:00a.m.-5:00p.m. Pst |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$6.9Mregulatory AUM
Discretionary $0Non-discretionary $6.9M