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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum pathwayEmber
- Established Date
- 01-02-2018
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
CASEY SHAWN CALDER
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #1061404
- Ownership
- 75% or more
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Unlock allAssets Under Management
| 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
| 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 |