# CALDER FINANCIAL LLC

CALDER FINANCIAL LLC is an SEC-registered investment adviser.

## Registration

- CRD: 290616
- Type: SEC-registered investment adviser
- SEC file number: 801-130243
- Phone: 610-458-8373
- Latest filing: 2026-02-03
- Regulatory AUM: $134.8M
- Discretionary AUM: $134.8M
- Clients: 2
- Accounts: 247

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Casey Shawn Calder | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | — |
| CALDER CASEY SHAWN | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290616/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290616/similar
- Related entities: https://search.stillhousedata.com/firm/290616/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290616

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.