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Calderwood Financial Strategies, Inc.

Calderwood Financial Strategies, Inc.. CRD 313466

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CRD: 313466

Calderwood Financial Strategies, Inc.

Houston, TX, 77057
8328212462
www.calderwoodfinancial.com
$228.5M Total AUM
$65.5M Disc. AUM
3.4% 3Y CAGR
5 Employees
69 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท SEI
Clients
Retail and Institutional
Platforms
Vital legacy
Established Date
04-15-2021
Office Locations
2

Office Locations

510 Bering Drive Suite 540 Houston TX
8556 Katy Freeway Suite 108 Houston TX

About Calderwood Financial Strategies, Inc.

Calderwood Financial Strategies is a Houston-based advisory focused on retirement plans, life insurance, and employer group benefits, pairing those services with investment planning, portfolio construction, and ongoing asset management for business owners and other individuals. The team emphasizes customized, long-term relationships and rigorous privacy controls, with dedicated analytics leadership and custody support through firms like Schwab and Fidelity/NFS.

Team overview

62 AVG AGE
$76.2M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Crest

Client Personas

Optima

Investment Themes

Alpha unison North

Investment Vehicles

Vector

Services

Quantum foundation Bridge momentum Vital Crest eagle

Technology

Zenith crest

Owner & Executives

No owner records available.

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Contacts

STEPHANIE IRVING BLAKES

STEPHANIE IRVING BLAKES

Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#3083697
(946) 331-3642
insight.north@vitalcapital.com
in linkedin.com/in/vector-wave
C

Charles Andrew Calderwood

Investment Advisor

CRD
#837702
(613) 436-2318
harbor.glacier@zenithcapital.com
in linkedin.com/in/fusion-ember
C

Catalyst quantum

North alpha

CRD
#33622
(899) 413-9646
vector.element@northcapital.com
in linkedin.com/in/fusion-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-13-2022
07-20-2023
03-04-2024
02-17-2025
03-09-2026
Category Assets AVG. Account size
Discretionary $65,545,112 $1,285,198
Non-Discretionary $162,988,974 $9,054,943
Total $228,534,086 $3,312,088

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Separately Managed Accounts

Total SMA Asset: $228,534,086

$228.5M Total SMA
Public Funds:
40.1%
Cash:
14.5%
Corporate - Investment Grade:
36.4%
U.S. Government/Agency:
9.0%
Asset class Assets Assets %
Public Funds $434,752,422 40.1%
Cash $157,204,741 14.5%
Corporate - Investment Grade $394,638,109 36.4%
U.S. Government/Agency $97,575,356 9.0%
Total $1,084,170,628 100.0%

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