# C&D Wealth Advisors

C&D Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** canddwealthadvisors.com

## Regulatory record

- **CRD number:** 110769
- **SEC file number:** 801-16510
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110769

## About

C&D Wealth Advisors is an SEC-registered investment adviser with approximately $26 million in regulatory assets under management. The firm employs 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Is C&D Wealth Advisors a fiduciary?

As a registered investment advisor, C&D Wealth Advisors is held to a fiduciary standard, meaning it must act in the best interests of its clients. This requires the firm to disclose conflicts of interest and prioritize client objectives over its own, a distinction from broker-dealers.

### What is the investment philosophy of C&D Wealth Advisors?

C&D Wealth Advisors follows a diversified investment approach, allocating client portfolios across public equities, fixed income, alternatives, and cash. The firm tailors strategies to individual risk tolerances and goals, often using low-cost passive vehicles alongside selective active management.

## Related profiles

- [Financial Horizons, Inc.](https://altss.com/profile/financial-horizons-inc)
- [Cavanal Hill Investment Management](https://altss.com/profile/cavanal-hill-investment-management-inc)

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Last updated: 2026-07-06T01:24:13.414Z

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