CALDWELL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$351,404,599
Discretionary
$344,235,754
Non-discretionary
$7,168,845
Firm details
- CRD number
- 144408
- SEC file number
- 801-106730
- Main office
- BRENTWOOD, TN, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.