Candor Asset Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Candor Asset Advisors is a small, independent registered investment adviser led by a single advisor that manages approximately $15.8 million for about 36 clients. The firm offers asset management, financial planning and consulting, and both discretionary and non‑discretionary services for taxable and retirement accounts, with a stated account minimum of $200,000.
Investment implementation is organized around model portfolios — Absolute Value, Relative Value, Passive and Enhanced — and the firm uses fundamental, bottom‑up analysis to select holdings. Portfolios may include concentrated equity exposure, ETFs and REITs, and the Absolute Value sleeve can employ limited option strategies (covered calls and put sales) as part of its disciplined buying and selling process.
Compared with many solo RIAs, Candor explicitly provides services to corporate pension and profit‑sharing plans and supports held‑away employer accounts (for example, 401(k) plans, HSAs and 529s) through a third‑party platform, a capability that is less common among firms of its size. The principal’s CFA and CFP credentials, the recent addition of a Growth strategy, and the firm’s preference for a low‑cost custodian platform are additional operational features noted in the brochure.
Client services
Expertise
Fee options
$0 - $1,999,999: 1.00% annually $2,000,000 - $4,999,999: 0.85% annually $5,000,000 - $9,999,999: 0.70% annually $10,000,000+: Negotiable
Typically $275 per hour for financial planning/consulting services when assets under management are under $300,000; negotiable depending on client circumstances.
Account minimum: $200,000 Fee-only: Hourly fees of $275 per hour typically charged for financial planning/consulting when assets under management are under $300,000; financial planning fees may be negotiated.
Main office
1250 Capital of Texas Highway South, Building 3, Suite 400
Austin TX 78746
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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