Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Seminary, MS
Joshua Aust is a financial advisor at Caldric Capital with a Series 65 designation and no prior industry experience. He has held roles outside of investment advisory, including multiple positions at William Carey University and involvement with Kyneteks LLC and Two99, LLC. Caldric Capital offers discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm employs model portfolios and a tactical investment process informed by third-party macroeconomic research, focusing on timely portfolio adjustments and primarily using exchange-traded funds.
Based on Caldric Capital
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
$200 per hour for Financial Planning & Consulting Services unless otherwise agreed
Account minimum: $500,000 Fee-only: Standard hourly rate of $200 per hour for Financial Planning & Consulting Services; fees are negotiable and may be reduced or waived for certain clients
Seminary, MS
Seminary MS
Advisors at this office
1
Mississippi
< 1 year of industry experience
Caldric Capital
2025 - Present • 1 year
Seminary, MS
Kyneteks LLC
2023 - Present • 3 years
Moss Point, MS
William Carey University
2022 - 2023 • 1 year
Hattiesburg, MS
Two99, LLC
2020 - 2022 • 2 years
Moselle, MS
William Carey University
2018 - 2022 • 4 years
Hattiesburg, MS
William Carey University
2014 - 2018 • 4 years
Hattiesburg, MS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)