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Candor Financial, LLC

Candor Financial, LLC. CRD 155632

C

CRD: 155632

Candor Financial, LLC

Santa Clara, CA
6785598901
candor.co/for-issuers
$105.6M Total AUM
$105.6M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
Wave peakNorth optima +more
Established Date
12-22-2010
Office Locations
1

Office Locations

-- Santa Clara CA

About Candor Financial, LLC

Candor (Candor Financial, LLC) provides a platform for public-company issuers to manage equity compensation and employee trading programs. Used by CFO, HR, Finance and Legal teams, it supports 10b5-1 administration, sell-to-cover and tax settlement optimization, beneficial owner tracking, and trade execution/timing protections. Includes employee financial education and tax planning for vesting/IPO, with TurboTax integration.

Team overview

-- AVG AGE
$105.6M AVG AUM / ADVISOR
$17.6M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Optima catalyst Zenith matrix Quantum bridge

Client Personas

Glacier eagle

CRM

Quantum unison Signal pathway

Custodian

Summit vertex Insight Pathway bridge Zenith signal Pioneer Pathway focus Glacier Prime vector Alpha summit Timber Beacon Value Vector unison Bridge ridge Glacier Oak Catalyst insight Prime matrix Glacier signal Focus matrix Ember summit Oak vector Timber Wave north Catalyst glacier Unison Vertex Pathway Horizon Prime legacy Wave Insight meridian

Fund Managers

Summit optima

Investment Themes

Insight Catalyst unison Summit Vital

Investment Vehicles

Fusion

Platform

Optima quantum Optima Focus ridge Atlas

Services

Momentum zenith Horizon optima Pioneer Pioneer unison Vertex alpha Meridian crest

Technology

Capital zenith Pioneer matrix Element Delta quantum Timber Radial crest

Owner & Executives

C

CHAO-WEN HUANG

Chief Compliance Officer, Investment Advisor, President

CRD
#5362065
Ownership
75% or more
(570) 730-3178
timber.capital@unisoncapital.com
in linkedin.com/in/focus-glacier

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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 $105,617,335 --
Non-Discretionary $0 --
Total $105,617,335 --

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Separately Managed Accounts

Total SMA Asset: $105,617,335

$105.6M Total SMA
Equity - Exchange:
50.4%
Cash:
49.6%
Asset class Assets Assets %
Equity - Exchange $214,958,871 50.4%
Cash $211,546,825 49.6%
Total $426,505,696 100.0%

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