Caldwell Sutter Capital, Inc.

$605.7MAssets under management
as of Apr 2026 · SEC Form ADV
Sausalito, CA
Visit website
8 people on Advicer connected to this.

Tech stack

No one at Caldwell Sutter Capital, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Caldwell Sutter Capital, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $298M held · filed Dec 2024
Wedbush Securities Inc.
Per Form ADV · $273M held · filed Dec 2024