A complete list of active advisors currently associated with Callidus Capital
Warmer can help you find a great advisor at Callidus Capital or one who fits your needs even better.
Callidus Capital LLC provides portfolio management services to individuals and high net worth individuals, typically under discretionary authority and with a stated account minimum of $100,000 (which the firm may waive). The firm charges asset-based fees on a percentage-of-AUM schedule that are prorated and billed monthly in arrears, a common approach among investment managers. Callidus combines fundamental, technical, and cyclical analysis when making investment decisions and may allocate across common stocks, fixed income, and ETFs, with ongoing portfolio reviews and trade execution to align holdings with client objectives. Clients custody assets at Charles Schwab and receive transaction confirmations and monthly statements from the custodian; the firm does not offer wrap fee programs or accept performance-based fees. Compared with peers in the investment-manager category, Callidus has several uncommon features: the principal is a licensed insurance agent who may sell commissionable insurance products to clients (a practice the brochure identifies as a potential conflict of interest), and the firm discloses that the principal spends under 5% of his time on insurance activities and about 15% on clerical work for another adviser. The firm is newly formed (May 2025), operates with a single adviser, and reported no discretionary or non-discretionary assets as of March 10, 2026, which distinguishes it from larger, more established managers.
To learn more about the advisors currently working at Callidus 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.
Name |
Location |
Years of experience |
|---|---|---|
Atkinson, NH
| 0
|
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