Skip to main content

CALDER INVESTMENT ADVISORS

Doing business as CALDER FINANCIAL GROUP. SEC Form ADV profile.

Total regulatory AUM
$297,000,000
Discretionary
$297,000,000
Non-discretionary
$0

Firm details

CRD number
143973
SEC file number
801-67907
Main office
ADA, MI, United States
Employees
7
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.