PPrivate Fund Data Log in Join · $37/mo

Candor Financial LLC

CRD 314173SEC# 801-121166
Export (members)
No longer SEC-registered. Candor Financial LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$9.6M
Employees
3
Accounts
164
Location

Candor Financial LLC assets under management

Candor Financial LLC is an investment advisory firm registered with the SEC. It reports $9.6 million in regulatory assets under management and employs 3 people.

Candor Financial LLC owners & executives

4 reported
NameTitleOwnershipSince
Candor Inc. ControlManaging MemberOver 75%2019
David Chouinard ControlChief Compliance OfficerUnder 5%2021
David Chouinard ControlShareholder25-50%2021
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Candor Financial LLC manage?

Candor Financial LLC reports $9.6 million in regulatory assets under management on its Form ADV.

How many employees does Candor Financial LLC have?

Candor Financial LLC reports 3 employees.

Does Candor Financial LLC disclose fund performance?

Candor Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hoursNot Applicable
Discloses disciplinary historyNo

Assets under management

Discretionary$6.2M
Non-discretionary$3.5M
Total (RAUM)$9.6M