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CALTIER ADVISORS, LLC
CRD 317263File 801-123596
APPROVED
Retail clients
Custody
Filing as of Oct 20, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$6.9M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $6.9M
Clients
2,304
2,304 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 14, 2023
- Principal office
- 14269 DANIELSON ST., POWAY, CA, 92064
- Phone
- 619-354-2527
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $6.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2,304
- Total accounts
- 2,304
- AUM per client
- $3K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 2,304 | $6.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- 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
- Yes
Disclosure events
ADV Item 11This 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.