Calder Financial Group

Overview

Calder Financial Group is an SEC registered investment adviser based in Ada, MI, registered since 2007. It reports $297M in assets under management across 1,831 accounts, with 7 employees. It has 5 investment adviser representatives.

Reported AUM

$297M

Discretionary

100%

Accounts

1,831

Average account

$162K

Employees

7

Advisory reps

5

Registered since

2007

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• George Dirk Racette Chief Executive Officer CRD 1156380
• Brian D Riefepeters President CRD 6841794
• Daren Bahr Shavell Chief Compliance Officer CRD 4628419

Advisory reps 3 of 5

• Kelly E Eggleston Investment Adviser Rep CRD 7287128
• Patrick O Newcombe Insurance Agent · Investment Adviser Rep CRD 2177778
• George Dirk Racette Investment Adviser Rep CRD 1156380

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

7504 Thornapple River Dr SE
Ada, MI 49301

County

Kent

Metro area

Grand Rapids-Kentwood, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: wearecalder.com

Every state, with registration dates

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