Candlestick Ai is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 15, 2026, reports $40,000 in regulatory assets under management, 2 employees, and 200 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Subscription fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
200
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$40Kas of March 15, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$40K
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$40K
Total Accounts200
10Y AUM Change+$39K (+3900.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee100:1
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.