# Calder Financial Group

Calder Financial Group is a RIA based in Ada, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Ada, United States
- **Region:** North America
- **Address:** Grand Rapids, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** wearecalder.com
- **LinkedIn:** linkedin.com/company/calder-financial-llc

## Regulatory record

- **CRD number:** 143973
- **SEC file number:** 801-67907
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143973

## About

Calder Financial Group was established in 1988 as a US wealth manager and registered investment advisor. The firm delivers financial wellness, retirement planning, and wealth management services. It works with individuals, charitable foundations, families, trusts, and endowments across the United States. No recent operational events from the last 24 months appear in available records. Team size and additional offices remain undisclosed. The firm functions as an independent RIA without disclosed ties to a single founding family or operating company.

## Questions

### Who runs investment decisions at Calder Financial Group?

No named principals or CIO appear in public records.

### Does Calder Financial Group participate in fund commitments or only direct deals?

Public materials describe wealth management and retirement planning without reference to fund commitments or direct deals.

### What investment stages does Calder Financial Group typically target?

The firm focuses on wealth management for individuals and institutions rather than venture or growth stages.

### How is Calder Financial Group related to any parent or spinout?

No parent company or spinout relationship is disclosed.

## Related profiles

- [Caldera Pacific](https://altss.com/profile/caldera-pacific)
- [Calder Wealth Management](https://altss.com/profile/calder-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/calder-financial-group

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