Regulatory disclosures and important information about Caldric Capital.
Caldric LLC d.b.a. Caldric Capital is registered as an investment adviser with the Mississippi Secretary of State. Registration as an investment adviser does not imply a certain level of skill or training. Caldric Capital's CRD number is 341169.
Caldric Capital is a fee-only investment adviser. We are compensated solely by advisory fees paid by our clients. We do not receive commissions, referral fees, or any other compensation from third parties for the sale of financial products.
No advisory relationship is established by visiting this website, reading our content, or subscribing to The Caldric Briefing newsletter. An advisory relationship is established only through execution of a written investment advisory agreement.
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. There is no assurance that any investment strategy will achieve its objectives. Investment strategies are subject to various market risks. Diversification and asset allocation do not guarantee profit or protect against loss.
This website may contain links to third-party websites or reference third-party research. Caldric Capital does not endorse, guarantee, or assume responsibility for the accuracy or completeness of information provided by third parties.
A copy of our Form ADV Part 2A (Firm Brochure) is available upon request and on our Disclosures page. This document describes our advisory services, fees, and potential conflicts of interest.
Caldric Capital is registered to provide investment advisory services in the State of Mississippi. Registration in additional states may be pursued as necessary based on client residency. State registration does not constitute approval or endorsement by any state securities authority.
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