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- Custodian
- Charles Schwab & Company · Merrill Lynch · Vanguard
- Clients
- Retail
- Platforms
- OakRidge frontier +more
- Established Date
- 01-03-2013
- Office Locations
- 1
Office Locations
About Candent Capital, LLC
Candent Capital is a fee-only, fiduciary RIA providing comprehensive financial planning and retirement-focused advice for technology/STEM professionals and other families—often with stock compensation, real estate, or small businesses. Based in San Francisco and operating 100% virtually, the firm serves clients nationwide. Portfolios are built primarily with ETFs and mutual funds, with guidance spanning asset allocation, debt and liquidity decisions. Led by a CFA charterholder and CFP® professional.
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Owner & Executives
WILLIAM KAN
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2985628
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,906,477 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,906,477 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,906,477
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,823,709,855 | 32.2% |
| Equity - Exchange | $3,481,406,249 | 39.7% |
| Cash | $2,464,169,159 | 28.1% |
| Total | $8,769,285,263 | 100.0% |