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SEC-registered adviser

C••••••••• A•

Independent wealth managerCRD 333215SEC 801-131487websiteIAPD
Legal name C••••••••• A••••••• T••••••••• I•••
Latest filing Mar 15, 2026
First filing on the tape Oct 21, 2024 · 4 filings
SEC status approved since Nov 25, 2024
RAUM
$40,000
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$40,000 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$40,000 as of Mar 15, 2026
Feb 24, 2025$1,000 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 15, 2026
Feb 24, 20250 then
Employees (5.A)2 as of Mar 15, 2026
Feb 24, 20252 then
Private funds: no history
RAUM +700% over the last fiscal yearIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of Mar 15, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$200derivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+700%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, subscriptionreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$40,000100%
Individual clients
200reported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
200reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • D•••••••• A•••••• · Ceo, Ccocontrol
        since 11/2021 · owns 25% to 50%
      • E•••••••• G••••• · Ceocontrol
        since 11/2021 · owns 25% to 50%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 50 to 200
        Apr 11, 2025 to Mar 15, 2026
      • Individual clients · 50 to 200
        Apr 11, 2025 to Mar 15, 2026
      • Other offices · 1 to 0
        Apr 11, 2025 to Mar 15, 2026
      • Discretionary RAUM · $5,000 to $0
        Apr 11, 2025 to Mar 15, 2026
      • Individual RAUM · $5,000 to $40,000
        Apr 11, 2025 to Mar 15, 2026
      • Non-discretionary RAUM · $0 to $40,000
        Apr 11, 2025 to Mar 15, 2026
      • RAUM · $5,000 to $40,000
        Apr 11, 2025 to Mar 15, 2026
      • Accounts · 5 to 50
        Feb 24, 2025 to Apr 11, 2025
      • Individual clients · 5 to 50
        Feb 24, 2025 to Apr 11, 2025
      • Financial planning clients · 0 to 0
        Feb 24, 2025 to Apr 11, 2025
      • HQ city · NUTLEY to
        Feb 24, 2025 to Apr 11, 2025
      • HQ state · NJ to
        Feb 24, 2025 to Apr 11, 2025
      • Other offices · 0 to 1
        Feb 24, 2025 to Apr 11, 2025
      • Discretionary RAUM · $1,000 to $5,000
        Feb 24, 2025 to Apr 11, 2025
      • Individual RAUM · $1,000 to $5,000
        Feb 24, 2025 to Apr 11, 2025
      • RAUM · $1,000 to $5,000
        Feb 24, 2025 to Apr 11, 2025
      Signals
      1 dated events
      • C••••••••• A• filed its initial SEC registration (Form ADV)
        Oct 21, 2024 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Business email
      contact@candlestick.aireportedpublished by the firm, firm site, Sep 17, 2026
      Business phone
      917-818-2662reportedpublished by the firm, firm site, Sep 17, 2026
      Website
      candlestick.aireportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      973-932-9139reportedpublic record, Form ADV, Mar 15, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026