Advisor at Caldwell Sutter Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Caldwell Sutter Capital, Inc.
Location
Sweet, ID
Credentials
CFA®, Series 63, Series 65
Industry experience
39 years
Susan Metcalf is a CFA® charterholder with 39 years of industry experience. She is currently with Caldwell Sutter Capital, Inc., where she has worked since 2017, and has also been with Sutter Securities Inc. since 2010. Outside of her advisory role, she serves as Vice President of Letha Irrigation and Water Company, which manages water rights for agricultural land, and is a managing partner of a family partnership that owns ranch property. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, along with corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing roughly $606 million across customized portfolio strategies.
Based on Caldwell Sutter Capital, Inc.
$0+: 0.5% for fixed income securities including Treasuries, corporate bonds, municipal bonds, government securities, and limited partnerships/private funds managed by others $0+: 1.0% for ETFs and closed end funds $0+: 1.5% for individually researched equities
Commissions earned by registered representatives for securities transactions and insurance product sales, separate from advisory fees.
Account minimum: $250,000 typical (no hard minimum)
Sweet, ID
Idaho
Caldwell Securities, Inc.
2017 - Present (9 years)
Sutter Securities Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Other specialized services
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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Series 65
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