RIA Intel›Advisers›South Carolina›CALIDRIS FINANCIAL, LLC

CALIDRIS FINANCIAL, LLC

Advisory

CHARLESTON, SC

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account

$408K

across 106 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, NJ, NY, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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MISSIONAL ADVISOR GROUP LLC

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BAKER ASSET MANAGEMENT, LLC

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