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Candor Asset Advisors, LLC

Candor Asset Advisors, LLC. CRD 284978

C

CRD: 284978

Candor Asset Advisors, LLC

Austin, TX, 78746
5125228501
www.candorassetadvisors.com
$15.8M Total AUM
$15.8M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
Element timberValue element +more
Established Date
09-21-2016
Office Locations
1

Office Locations

1250 Capital OF Texas Highway South Building 3, Suite 400 Austin TX

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.

Team overview

-- AVG AGE
$15.8M AVG AUM / ADVISOR
$439.6K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Zenith Vertex North element Wave

Client Personas

Vertex

Custodian

Delta Vertex meridian Timber Quantum fusion

Investment Themes

Quantum Summit

Investment Vehicles

Vector alpha Prime

Platform

Ridge harbor

Services

Ridge ember Horizon prime Ember Summit Matrix Ember signal Wave pioneer Summit foundation Ridge timber

Technology

Pioneer crest Harbor unison Insight Element zenith Vector

Owner & Executives

W

WILLIAM EMERSON HAWES

Chief Compliance Officer, Chief Investment Officer, President

CRD
#3102551
Ownership
75% or more
(288) 415-2895
element.horizon@northcapital.com
in linkedin.com/in/ember-ember

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$15.8M Total SMA
Equity - Exchange:
31.4%
U.S. Government/Agency:
10.7%
Cash:
15.9%
Sovereign Bonds:
16.6%
Corporate - Investment Grade:
25.4%
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%

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