Fee-OnlyFinder

Calydon Capital, LLC

Flat / fixed fees in Memphis, TN

SEC registeredNo commissions reported

Call (844) 678-6900Send a messageMap ↗

Public-record details

Address
999 Shady Grove Rd South, Suite 106, Memphis, TN 38120
Phone
(844) 678-6900
Listed under
Flat / fixed fees, % of assets managed
CRD number
285485
Registration
SEC registered since 2016-10-17
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$3.6 billion
Accounts managed
1,009
Clients reported (Form ADV 5.D)
297
Individual / high-net-worth clients
0 / 282
Employees
8
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-04-01

SEC registered investment adviser, CRD 285485, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Memphis

B. Riley Wealth Advisors, INC.40 S. Main St., Suite 1600 · Memphis, TN 38103 · (901) 251-1330 · Financial planningCRD 115927 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedBlong Financial5391 Normandy Rd · Memphis, TN 38120 · (901) 681-9037 · Financial planningCRD 164746 · % of assets · $202.0 million AUMSEC registeredNo commissions reportedBrandon Financial Planning, INC.5101 Wheelis Road, Suite 112 · Memphis, TN 38117 · (901) 324-6600 · Financial planningCRD 110267 · % of assets, Hourly charges, Fixed fees · $434.9 million AUMSEC registeredNo commissions reportedCardinal Wealth Advisory, LLC5100 Poplar Ave Suite 2410 · Memphis, TN 38137 · (901) 767-4401 · Financial planningCRD 136659 · % of assets · $273.2 million AUMSEC registeredNo commissions reportedCommerce Advisors, LLC5050 Poplar Avenue, Suite 2020 · Memphis, TN 38157 · (901) 260-6050 · Financial planningCRD 151439 · % of assets, Fixed fees · $337.9 million AUMSEC registeredNo commissions reportedCothran Capital, LLC5865 Ridgeway Center Parkway, Suite 300 · Memphis, TN 38120 · (901) 758-8650 · Financial planningCRD 154975 · % of assets, Hourly charges, Fixed fees · $36.1 million AUMState registeredNo commissions reportedCrest Private Wealth, LLC1790 Kirby Parkway, Suite 201 · Memphis, TN 38138 · (901) 606-8335 · Financial planningCRD 328856 · % of assets, Hourly charges, Fixed fees · $10.8 million AUMState registeredNo commissions reportedDelta Asset Management, LLC700 Colonial Rd, Suite 220 · Memphis, TN 38117 · (901) 767-4791 · Financial planningCRD 113688 · % of assets · $1.5 billion AUMSEC registeredNo commissions reported

All 48 in Memphis →