Caliber Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Caliber Investment Advisors is a state‑registered investment adviser that offers discretionary investment management, portfolio construction, and ongoing supervisory services to individuals and high‑net‑worth clients and their related entities. The firm describes its portfolios as primarily composed of exchange‑traded equities, mutual funds, stocks, bonds and ETFs, and it provides customized strategies developed through continuous client contact.
The firm states a primarily long‑term investment orientation grounded in fundamental analysis, with technical analysis used secondarily, and conducts internal due diligence before selecting investments. Caliber also discloses it may use concentrated positions, options strategies, structured notes, and cash holdings for hedging or tactical purposes and may trade positions held less than a year when client objectives or market conditions warrant.
Compared with many peers, the brochure discloses that a management person is individually licensed to sell fixed insurance products and that insurance sales can generate commission compensation, a potential conflict of interest the firm says it seeks to address. The firm was newly formed at the time of the filing with no regulatory assets under management, the principal serves as the firm’s chief compliance officer and chief investment officer, and the disclosure includes a prior Form U5 filing by a former broker‑dealer related to commission payments that the firm has described and reviewed.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% $100,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.80%
Account minimum: $250,000
Main office
151 Bodman Place, Suite 403
Red Bank NJ 07701
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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