# CALDERWOOD FINANCIAL STRATEGIES, INC.

CALDERWOOD FINANCIAL STRATEGIES, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 313466
- Type: SEC-registered investment adviser
- SEC file number: 801-120801
- Location: 510  BERING DRIVE, SUITE 540, HOUSTON, TX, 77057
- Phone: 832-821-2462
- Latest filing: 2026-03-09
- Regulatory AUM: $228.5M
- Discretionary AUM: $65.5M
- Non-discretionary AUM: $163.0M
- Clients: 5
- Accounts: 69

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Charles Andrew Calderwood | CCO | — |
| CALDERWOOD CHARLES ANDREW | CCO; CCO AND PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313466/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313466/similar
- Related entities: https://search.stillhousedata.com/firm/313466/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313466

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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.