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Calder Financial LLC

Calder Financial LLC. CRD 290616

C

CRD: 290616

Calder Financial LLC

Downingtown, PA
6104588373
$134.8M Total AUM
$134.8M Disc. AUM
-- 3Y CAGR
2 Employees
103 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Quantum pathwayEmber
Established Date
01-02-2018
Office Locations
1

Office Locations

-- Downingtown PA

About Calder Financial LLC

Calder Financial LLC is an independent advisory firm in Downingtown, PA focused on long-term client relationships and helping individuals navigate retirement and other financial decisions. Services include financial planning, portfolio construction, tax and insurance planning, retirement plans, and business succession support, with client focus that includes entrepreneurs. Portfolios primarily use public funds/ETFs and mutual funds (including fixed income and real estate exposure) and are custodyed at Charles Schwab.

Team overview

60 AVG AGE
$134.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Pathway ember Ember peak Timber horizon

Client Personas

Oak

Custodian

North foundation Matrix summit Element catalyst Summit Element pathway

Investment Themes

Unison

Investment Vehicles

Timber

Services

Element Meridian vital Momentum Ridge Unison Eagle

Technology

Unison optima Frontier harbor

Owner & Executives

CASEY SHAWN CALDER

CASEY SHAWN CALDER

Chief Compliance Officer, Founder, Managing Member, President

CRD
#1061404
Ownership
75% or more
(707) 414-2387
prime.focus@matrixcapital.com
in linkedin.com/in/eagle-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-06-2024
01-27-2025
02-03-2026
Category Assets AVG. Account size
Discretionary $134,762,591 $545,598
Non-Discretionary $0 --
Total $134,762,591 $545,598

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Separately Managed Accounts

Total SMA Asset: $134,762,591

$134.8M Total SMA
Public Funds:
24.1%
Equity - Exchange:
39.9%
Cash:
36.0%
Asset class Assets Assets %
Public Funds $677,449,161 24.1%
Equity - Exchange $1,121,585,955 39.9%
Cash $1,011,957,253 36.0%
Total $2,810,992,369 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
SIGNAL PIONEER WAVE RIDGE S9MGZT34A QSLB 9.10% $113,042,490
RIDGE ATLAS CAPITAL INSIGHT SFQRDUGHP VWK 4.76% $23,334,402
TIMBER CAPITAL EAGLE PRIME VECTOR PGRPIOSSW MNK 9.74% $110,843,535
RADIAL DELTA VERTEX HARBOR CZPFDRBP5 KTVTG 3.32% $80,577,467
CAPITAL HORIZON ELEMENT OAK 7QBSBEMD2 NANVP 2.92% $102,562,707
FOCUS OAK EAGLE VECTOR PRIME KG7X8JVVX AYHUY 11.33% $95,397,860
PATHWAY MOMENTUM HARBOR VECTOR DELTA A8DLJ1WQG XPWKQ 10.43% $118,205,052
FRONTIER VECTOR OAK GLACIER DCGK6Z8CK QGA 6.64% $65,039,472

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