CALDER FINANCIAL GROUP

Legal name: CALDER INVESTMENT ADVISORS

CRD 143973File 801-67907

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$297.0M

Below cohort median (national)

Discretionary AUM

$297.0M

Clients

544

1,831 accounts

Employees

Below cohort median in MI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: May 21, 2007
Principal office: 7504 THORNAPPLE RIVER DR. SE, ADA, MI, 49301
Phone: 616-235-2442
Website: HTTP://WWW.WEARECALDER.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $297.0M
Discretionary AUM: $297.0M
Non-discretionary AUM: $0
Discretionary accounts: 1,831
Non-discretionary accounts: 0
Total accounts: 1,831
AUM per client: $546K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$600K
High net worth individuals	48	$123.0M
Pension and profit sharing plans	30	$119.0M
Individuals (other than high net worth individuals)	463	$54.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.