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Caliber Wealth Advisory
Caliber Wealth Advisory is a fee-only wealth management firm that guides professionals and retirees through the complexities of global capital markets.
Overview
Caliber Wealth Advisory is a fee-only wealth management firm that guides professionals and retirees through the complexities of global capital markets. It is a Registered Investment Adviser in Florida, Georgia, Oklahoma, Connecticut, and Texas offering comprehensive financial planning and strategic investment management. The firm operates as a fee-only fiduciary whose advice is aligned solely with clients’ interests.
General information
Firm type
Multi Family Office
Year founded
2015
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Charlotte, NC, United States
Sector focus
Frequently asked questions
What investment stages does Caliber Wealth Advisory typically target?
The firm targets late-stage real estate development and growth-stage private credit, avoiding venture-stage opportunities. Tenor ranges from 3 to 7 years (per public sources).
Which sectors does Caliber Wealth Advisory explicitly avoid?
The firm has publicly stated it avoids early-stage venture capital and cryptocurrency investments (per SEC filings).
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