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How Does Caltius Capital Management, LP Help Clients – Key Takeaways:

Caltius Capital Management, LP is a leading financial advisory firm with a team of experienced professionals who are dedicated to helping clients achieve their financial goals. The firm offers a wide range of financial services and serves a diverse clientele, providing them with the necessary tools and resources to succeed in today’s complex financial landscape.

Facts and Insights:

Founded in 1997, Caltius Capital Management, LP has over 20 years of experience in the financial industry. The firm has grown to become a trusted and respected name in the field of financial management, with a reputation for excellence and a commitment to putting clients first.

With over $2.5 billion in assets under management, Caltius Capital Management, LP has a proven track record of helping clients grow and preserve their wealth. The firm has a team of over 30 advisors who are well-versed in financial planning, investment management, and other key areas of finance.

Assets Under Management, Number of Advisors and Time in Business:

| Year Founded | Number of Advisors | Assets Under Management |
| 1997 | 30 | $2.5 billion |

Financial Services Offered:

Caltius Capital Management, LP offers a comprehensive range of financial services to meet the unique needs of its clients. Some of the services offered by the firm include:

– Investment management
– Retirement planning
– Estate planning
– Tax planning
– Wealth management
– Risk management
– Business succession planning

Client Types:

The firm serves a diverse clientele, including high-net-worth individuals, families, and small business owners. Caltius Capital Management, LP understands that every client has unique financial goals and offers personalized solutions to help them achieve success.

Fees & Compensation:

Caltius Capital Management, LP operates on a fee-based compensation model, which means the firm’s earnings are directly linked to the performance and growth of its clients’ portfolios. This ensures that the firm’s advisors are committed to delivering the best results for their clients.


The team at Caltius Capital Management, LP is made up of highly experienced and knowledgeable professionals who have a deep understanding of the financial market. The firm’s advisors have a wide range of certifications and credentials, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®).

Financial Advisor Disclosures to Know:

Caltius Capital Management, LP is committed to transparency and providing clients with all the information they need to make informed decisions about their finances. The firm has no disclosures or disciplinary actions on its record, reflecting its commitment to maintaining the highest ethical standards.

In conclusion, Caltius Capital Management, LP is a trusted and reputable financial advisory firm that offers a comprehensive range of services to help clients navigate the complex financial landscape. With a proven track record of success and a team of highly qualified professionals, the firm is well-equipped to help clients achieve their financial goals and secure their future.

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