CALIDRIS FINANCIAL, LLC

CALIDRIS FINANCIAL, LLC of CHARLESTON, SC is an SEC-registered investment adviser (CRD 334935). Regulatory assets under management: $43.3M.

Registration

• CRD: 334935
• Type: Registered investment adviser
• Location: 677 KING STREET, CHARLESTON, SC, 29403
• Phone: 917-451-3141
• Latest filing: 2026-03-20
• Regulatory AUM: $43.3M
• Discretionary AUM: $43.3M
• Clients: 1
• Accounts: 106

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334935 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search