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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Element timberValue element +more
- Established Date
- 09-21-2016
- Office Locations
- 1
Office Locations
About Candor Asset Advisors, LLC
Candor Asset Advisors, LLC is an Austin-based RIA providing financial planning and discretionary investment management focused on prudent asset allocation and portfolio management aligned to each client’s goals, constraints, and risk tolerance. Portfolios are primarily implemented with ETFs, complemented by fixed income and cash exposures as appropriate. Retail-focused and owner-led by CIO/CCO William Emerson Hawes, with custody via Interactive Brokers.
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Owner & Executives
WILLIAM EMERSON HAWES
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #3102551
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,755,854 | -- |
| Non-Discretionary | $68,848 | -- |
| Total | $15,824,702 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,824,702
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $862,026,853 | 31.4% |
| U.S. Government/Agency | $293,748,004 | 10.7% |
| Cash | $436,504,043 | 15.9% |
| Sovereign Bonds | $455,721,203 | 16.6% |
| Corporate - Investment Grade | $697,308,346 | 25.4% |
| Total | $2,745,308,449 | 100.0% |