Candor Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$87,295,123
Total clients
92
86% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
92
Average account size
$948,860
About
Candor Wealth Management is an independent registered investment adviser that provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients. The firm creates individualized Investment Policy Statements and charges asset‑based fees for discretionary portfolio management; it reports discretionary assets under management of roughly $86.8 million.
The firm generally employs fundamental analysis and manages accounts on a discretionary basis, using a range of strategies from long‑term investing to short‑term trading, including margin, options, and short sales. It also offers direct indexing and may recommend concentrated positions where appropriate, and it discloses and documents material risks associated with these strategies in client files.
Compared with many peers, the firm combines several uncommon features: it is affiliated with insurance activities through its principal, who is a licensed insurance agent and may receive commissions for insurance product sales (a disclosed conflict of interest), and it facilitates securities‑backed lines of credit (SBLOCs) for clients while documenting related conflicts and risks. The firm also uses AI tools for analysis and to record/transcribe meetings (clients may opt out), a mix of services and tools that is less typical among independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Options & derivatives strategies
Private / alternative investments
Annuities
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $10,000,000: 0.85% $10,000,001+: 0.65%
Insurance product sales commissions received by supervised persons
Account minimum: $50,000 Fee-only: Fixed fees between $1,500 and $15,000 for financial planning
Main office location
Candor Wealth Management, LLC
5220 Spring Valley Road, Suite 505
Dallas TX 75254, United States
Number of offices
1
Most active in
Candor Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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