A complete list of active advisors currently associated with Caldric Capital

Warmer can help you find a great advisor at Caldric Capital or one who fits your needs even better.

Caldric Capital provides discretionary asset management and standalone financial planning and consulting primarily for individual and high‑net‑worth clients. The firm reports managing roughly $793,237 in discretionary assets and generally requires a $500,000 minimum (household aggregation and exceptions are permitted). Investment management is delivered through model portfolios and a signal‑responsive, tactical process informed by third‑party macroeconomic research, with the firm seeking prompt defensive or constructive repositioning when signals change and conducting at least quarterly drift reviews. The firm typically implements portfolios using exchange‑traded funds and cash‑equivalents, with transitional use of mutual funds or individual securities as needed. Compared with many small independent advisers, Caldric Capital is newly registered and is not operated as a traditional full‑time solo practice—its principal maintains a separate, non‑investment technology role that represents a substantial portion of professional time and income. The firm also relies on a single institutional custodian for trading and reporting, does not vote client proxies, and currently does not maintain a separate standalone Code of Ethics document, which are noteworthy operational and governance distinctions for a firm of this size.

To learn more about the advisors currently working at Caldric Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.