Calado Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$574,235
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$71,779
About
Calado Capital provides financial planning, discretionary portfolio management, and retirement plan advisory services to individuals, trusts, estates, and plan sponsors. The firm’s brochure shows it serves both institutional plan clients and individual (including non‑high‑net‑worth) clients and offers consulting engagements on an hourly basis in addition to asset‑based management.
The firm typically manages accounts on a discretionary basis, employs fundamental, technical, and cyclical analysis, and uses a mix of long‑term, short‑term, and trading strategies while monitoring and rebalancing portfolios. Calado also recommends and monitors third‑party managers and model portfolios and can serve as an ERISA fiduciary under Sections 3(21) and 3(38) for retirement plans.
Compared with many investment managers, the firm combines pension consulting and plan fiduciary services with retail financial planning (including hourly work) and the ability to select other advisers — activities the brochure highlights as possible sources of shared compensation in the future. The brochure also discloses outside business affiliations of the firm’s managing partner, including a registered‑representative relationship with a broker‑dealer and ownership interests in non‑investment businesses, which the firm says it manages through written conflict‑of‑interest policies.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Retirement plan services may be charged a fixed annual fee based on plan size and complexity, negotiated with the Plan Sponsor.
$0 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Hourly fee of $400 for financial planning and consulting services, negotiable based on scope and complexity.
Account minimum: No minimum account size required to establish an advisory business relationship Fee-only: Financial planning and consulting services at $400 per hour, negotiable.
Main office location
Calado Capital
250 Park Ave 7 Th Flr
New York NY 10177, United States
Number of offices
1
Most active in
Calado Capital has reported serving >5 clients in these states in the last 12 months.
Michigan · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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