A complete list of active advisors currently associated with Candor Asset Advisors, LLC

Warmer can help you find a great advisor at Candor Asset Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Candor Asset Advisors, LLC, 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.