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- Custodian
- Charles Schwab & Company · Merrill Lynch · Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 36 clients, or 36 clients per representative. That equates to $553.0K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Candent Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM KAN
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2985628
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Candent Capital, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.