This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.6 fund_share=0.0 institutional_share=0.4 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$297MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$297M

Private client RAUM

$177MderivedItem 5.D individuals plus high net worth individuals

Private client share

60%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$59.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1,831

Individual clients

463

High net worth clients

48

Custody, client assets

$30.0M

SEC number

801-67907

CRD

143973

Filings on the tape

21

First filed

Feb 21, 2012

Latest filed

Mar 11, 2026

Organised

Corporation, MI

Website

wearecalder.com

• Occurred

  Jan 15, 2024
  Advisor changed firm

  Thomas D Glover left Calder Financial Group for Centennial Securities Company Inc (registered 2024-01-09)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:50cd250c-da18-8676-e359-ae04e6c50328

First observed

Feb 21, 2012

Last observed

Mar 11, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.