RIA Intel›Advisers›New Jersey›CALYX CAPITAL ADVISORS, LLC

CALYX CAPITAL ADVISORS, LLC

Advisory

NJ

Data as of Apr 7, 2026 · Source: SEC Form ADV

Rank in NJ
#637
of 775 advisers by AUM
Average account
$1M
across 52 accounts
AUM per adviser
$37M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 7, 2026.

Total AUM
$75M
Discretionary %
100%
Clients
52
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$75M
Discretionary AUM$75M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients52
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

FIDUCIARY PENSION PARTNERS, LLC
$75M
FOXHILL CAPITAL PARTNERS, LLC
PRINCETON, NJ
$75M
-64.6% 1Y
RECURRENCE TECHNOLOGIES LLC
JERSEY CITY, NJ
$75M
AVANTI WEALTH MANAGEMENT LLC
RUTHERFORD, NJ
$75M
SIERRA FINANCIAL ADVISORS, LLC
RAMSEY, NJ
$75M
ATLAS WEALTH MANAGEMENT, LLC
$74M

Get the full picture on CALYX CAPITAL ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CALYX CAPITAL ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans