AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Texas / Austin / Candor Asset Advisors, LLC

Candor Asset Advisors, LLC

Austin, TXState-registered investment adviserCRD 284978

Filed as CANDOR ASSET ADVISORS, LLC

Candor Asset Advisors, LLC is a state-registered investment advisory firm in Austin, TX, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

10 years
registered since 2016
$15,824,702
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is Candor Asset Advisors, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Candor Asset Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

Where is Candor Asset Advisors, LLC located?

Candor Asset Advisors, LLC's principal office is in Austin, TX, according to its Form ADV.

Is Candor Asset Advisors, LLC registered with the SEC or a state?

Candor Asset Advisors, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284978.

How much does Candor Asset Advisors, LLC manage?

Candor Asset Advisors, LLC reports $15,824,702 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary).

What types of clients does Candor Asset Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (16).

Does Candor Asset Advisors, 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/284978

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$15,824,702

$15,824,702 as of October 2026, filing dated June 18, 2026.

Discretionary: $15,755,854.Non-discretionary: $68,848.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 16 Assets $1,339,130 (8%)
High net worth individuals
Clients 20 Assets $14,485,572 (92%)
Banking or thrift institutions
Clients Fewer than 5 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $0 (0%)
Charitable organizations
Clients Fewer than 5 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients Fewer than 5 Assets $0 (0%)
Other investment advisers
Clients Fewer than 5 Assets $0 (0%)
Insurance companies
Clients Fewer than 5 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients Fewer than 5 Assets $0 (0%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $0 (0%)
Other
Clients Fewer than 5 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

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

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2016 (10 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
TX

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
candorassetadvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Candor Asset Advisors, LLC (CRD 284978): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/candor-asset-advisors-llc-austin-tx-284978