# Calidris Financial, LLC

> Calidris Financial, LLC is a state-registered investment advisory firm in Charleston, SC, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 334935
- Filed as: CALIDRIS FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334935
- AdvisorCensus page: https://advisorcensus.com/firm/calidris-financial-llc-charleston-sc-334935

## Quick answers

**How is Calidris Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Calidris Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Calidris Financial, LLC located?**
Calidris Financial, LLC's principal office is in Charleston, SC, according to its Form ADV.

**Is Calidris Financial, LLC registered with the SEC or a state?**
Calidris Financial, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334935.

**How much does Calidris Financial, LLC manage?**
Calidris Financial, LLC reports $43,259,629 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Calidris Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (18); corporations or other businesses not listed above (2).

**Does Calidris Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334935

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $43,259,629
- Discretionary: $43,259,629
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $5,999,977 |
| High net worth individuals | 21 | $33,502,116 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,703,619 |
| Corporations or other businesses not listed above | 2 | $55,983 |
| Other | 2 | $1,997,934 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NJ, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- calidrisfinancial.com
- LinkedIn @ryanjbass

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Calidris Financial, LLC (CRD 334935): Form ADV filing data as of October 2026.