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They include 381 individual clients, 147 high-net-worth individuals, and 11 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Caldwell Sutter Capital offer?","answer":"Caldwell Sutter Capital provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Caldwell Sutter Capital use?","answer":"Caldwell Sutter Capital’s separately managed account assets are held at Wedbush Securities Inc. (Los Angeles, CA), with $315M and Charles Schwab & Co., Inc. (Westlake, TX), with $290M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Caldwell Sutter Capital have?","answer":"Caldwell Sutter Capital has 5 investment adviser representatives registered with state securities authorities, out of 17 employees, and 5 perform investment advisory functions. 14 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Caldwell Sutter Capital invest in?","answer":"At the end of its last fiscal year, Caldwell Sutter Capital’s separately managed accounts held 45% exchange-traded equities, 23% non-exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 5% state and local bonds and 2% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Caldwell Sutter Capital?","answer":"Caldwell Sutter Capital is owned through trusts by Joseph Francis Helmer and Kathleen Reilly Helmer. Its direct owners are John and Jinx Helmer Revocable Trust Dated January 4, 2005 (25% to 50%), John and Jinx Helmer Revocable (25% to 50%), the Helmer Family Trust Dated 3/8/2022 (50% to 75%), and the Helmer Family Trust Dated (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Caldwell Sutter Capital get paid?","answer":"Caldwell Sutter Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Caldwell Sutter Capital?","answer":"Caldwell Sutter Capital’s main office is at 30 Liberty Ship Way #3225, Sausalito, CA 94965. Its phone number is 415-962-2526. 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