Candor Financial LLC
CRD 314173SEC# 801-121166
No longer SEC-registered. Candor Financial LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.3M
Employees
3
Accounts
173
Location
—
Candor Financial LLC assets under management
Candor Financial LLC is an investment advisory firm registered with the SEC. It reports $3.3 million in regulatory assets under management and employs 3 people.
Candor Financial LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Candor Inc. Control | Managing Member | Over 75% | 2019 |
| David Chouinard Control | Chief Compliance Officer | Under 5% | 2021 |
| David Chouinard Control | Shareholder | 25-50% | 2021 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Candor Financial LLC manage?
Candor Financial LLC reports $3.3 million in regulatory assets under management on its Form ADV.
How many employees does Candor Financial LLC have?
Candor Financial LLC reports 3 employees.
Does Candor Financial LLC disclose fund performance?
Candor Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | Not Applicable |
| Discloses disciplinary history | No |
Regulatory AUM
$3.3M▼ 65%
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
$3.3Mregulatory AUM
Discretionary $2.8MNon-discretionary $541K