Calder Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in ADA, MI. Its latest Form ADV filing, dated March 11, 2026, reports $297M in regulatory assets under management, 7 employees, 1 office, and 1,831 accounts.
Assets Under Management
$297M
Employees
7
Offices
1 office
Total Clients
544
Primary office
ADA, MI
7504 THORNAPPLE RIVER DR. SE, ADA, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.1% of total clients.
Top client categories% of clientsClients
1
Individuals
85.1%
463
2
HNWI
8.8%
48
3
Pension Plans
5.5%
30
4
Charitable
0.6%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$297Mas of March 11, 2026
Discretionary100.0%
$297M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$297M
Total Accounts1,831
10Y AUM Change+$123M (+70.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee78:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.