Firm profile

CALYDON CAPITAL, LLC

MEMPHIS, TNCRD 285485Latest ADV April 1, 2026

Calydon Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated April 1, 2026, reports $3.6B in regulatory assets under management, 8 employees, 1 office, and 1,009 accounts.

Assets Under Management
$3.6B
Employees
8
Offices
1 office
Total Clients
297
Primary office
MEMPHIS, TN
999 SHADY GROVE RD SOUTH, SUITE 106, MEMPHIS, TN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJames A. West
CCOMorgan F. Sanders

Advisory services offered

3 types reported
Other advisory services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 94.9% of total clients.
Top client categories% of clientsClients
1
HNWI
94.9%
282
2
Other Advisers
4.7%
14
3
Pooled Investment Vehicles
0.3%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.6Bas of April 1, 2026
Discretionary55.8%
$2.0B
56% of total RAUM55.8%
Non-discretionary44.2%
$1.6B
44% of total RAUM44.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.6B
Total Accounts1,009
10Y AUM Change+$3.4B (+2106.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee37:1
10Y Employee Change+3 (+60.0%)

* 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.