Calydon Capital provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles. The firm advises 1 private fund.
Calydon Capital reports 297 clients. They include 282 high-net-worth individuals, 14 other investment advisers and 1 pooled investment vehicle. Of its assets, 55.8% ($1.99B across 827 accounts) are managed with discretion; $1.58B across 182 accounts are not. It advised 298 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 95% | 67% |
| Pooled investment vehicles | <1% | <1% |
| Other investment advisers | 5% | 33% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $182K | 0.0% | — |
| High-net-worth individuals | 282 | $2.39B | 66.7% | $8.46M |
| Pooled investment vehicles | 1 | $18.2M | 0.5% | $18.2M |
| Other investment advisers | 14 | $1.17B | 32.8% | $83.7M |
| Total | 297 | $3.58B | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $182K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 282
- Regulatory AUM
- $2.39B
- AUM share
- 66.7%
- Avg. per client
- $8.46M
- Clients
- 1
- Regulatory AUM
- $18.2M
- AUM share
- 0.5%
- Avg. per client
- $18.2M
- Clients
- 14
- Regulatory AUM
- $1.17B
- AUM share
- 32.8%
- Avg. per client
- $83.7M
Total
- Clients
- 297
- Regulatory AUM
- $3.58B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 298
- Private funds advised
- 1
Calydon Capital charges 0.10%–1.50% a year for its Investment Management Fees. The fee is billed in advance or in arrears and is negotiable.
Fee details and sources
Darrell Horn owns 25% to 50% of Calydon Capital. James West is CEO; the leadership team includes Chief Compliance Officer Morgan Sanders. It has 8 employees, 4 of them in advisory roles.
Leadership
- James WestChief Executive Officer
- Morgan SandersChief Compliance Officer
- Ryan TaylorMember
- Woodson WhiteheadMember
- Darrell HornMember
- Richard FinchMember
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Peter L'Hommedieu Courtney
- Everett Brandon Price
- Jordan Price
- Morgan Flynt Sanders
- Eric Spencer Sellinger
- David Edward Weiner
- James Armin West IV
Staff
- 8 employees
- 4 in advisory functions
- 8 state-registered reps
- Owns 25% to 50% of Calydon Capital, LLC
Darrell Horn
Control person · since September 2016
- Owns 25% to 50% of Calydon Capital, LLC
James West
Control person · since September 2016
- Owns 10% to 25% of Calydon Capital, LLC
Richard Finch
Control person · since September 2016
- Owns 10% to 25% of Calydon Capital, LLC
Morgan Sanders
Control person · since January 2019
Calydon Capital’s regulatory assets grew 2.0× from $1.75B (May 2021) to $3.58B (April 2026); clients rose from 253 to 297 and employees fell from 17 to 8. Between 2019 and 2020, 2 advisory firms joined it. The most recent was Vertigo Strategies, in August 2020.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $3.58B | 297 | 8 | 2 |
| June 2025 | $2.86B | 131 | 8 | 2 |
| April 2024 | $2.87B | 126 | 12 | 2 |
| March 2023 | $2.78B | 99 | 13 | 3 |
| June 2022 | $2.76B | 135 | 17 | 3 |
| May 2021 | $1.75B | 253 | 17 | 4 |
Firms that joined
20201 joined
- Vertigo StrategiesNo filed AUM
20191 joined
- Green Square Boston (Green Square Capital Advisors)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Calydon Capital has 1 office, with 2 listed addresses in New Jersey and Tennessee.
New Jersey · 1 listed address
- 285 Grand Avenue Patriot Centre, Englewood
Tennessee · 1 listed address
- 999 Shady Grove RD South, Suite 106, MemphisHQ
Contact and registration details
- Legal name
- Calydon Capital, LLC
- Headquarters
- 999 Shady Grove RD South, Suite 106, Memphis, TN 38120
- Website
- calydoncap.com
- Phone
- 844-678-6900
- @calydoncapital
- SEC file
- 801-108508
- Structure
- Delaware LLC
- Fiscal year end
- December
Calydon Capital uses Fidelity ($1.8B, 74%) and Charles Schwab ($618M, 26%) as custodians for its separately managed accounts. Calydon Capital has custody of $600M in client assets for 50 clients.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $1.8B74%
- Charles SchwabCharles Schwab & Co., Inc. · New York, NY · $618M26%
At year end, Calydon Capital’s separately managed accounts were mostly in bonds (58%) and stocks (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $683M across 277 positions; the largest are iShares S&P 500 Growth ETF (7.1%), SPDR S&P 500 ETF TR (5.4%) and iShares MSCI USA Equal-weighted ETF (4.8%).
What the accounts hold
- Stocks41%
- Non-exchange-traded equities22%
- Exchange-traded equities19%
- Bonds58%
- State and local bonds57%
- U.S. government and agency bonds1%
- Cash1%
Reported 13F holdings
- $683M
- Reported 13F value
- 277
- Positions
- 30.1%
- In the 10 largest
- +11.4%
- Value vs. prior quarter
- iShares S&P 500 Growth ETF · Exchange Traded Fund7.1%
- SPDR S&P 500 ETF TR · Exchange Traded Fund5.4%
- iShares MSCI USA Equal-weighted ETF · Exchange Traded Fund4.8%
- Vanguard Total International Stock ETF · Exchange Traded Fund2.2%
- Apple Inc.2.2%
- Hewlett Packard Enterprise CO2.1%
- Invesco Exchange Traded FD TR · Exchange Traded Fund1.7%
- Texas Instruments Inc.1.6%
- Vanguard Value ETF · Exchange Traded Fund1.5%
- Amazon.com Inc.1.4%
Together, the ten largest are 30.1% of reported value.
How many clients does Calydon Capital have?
Calydon Capital has 297 clients and manages $3.58 billion for them, as of April 2026. They include 282 high-net-worth individuals, 14 other investment advisers and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does Calydon Capital offer?
Calydon Capital provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Calydon Capital charge?
Calydon Capital charges 0.10%–1.50% a year for its Investment Management Fees. The fee is billed in advance or in arrears and is negotiable.
Source: CALYDON CAPITAL ADV PART 2 BROCHURE MAR 2026, filed 1 April 2026
Which custodians does Calydon Capital use?
Calydon Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $1.8B and Charles Schwab & Co., Inc. (New York, NY), with $618M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does Calydon Capital have?
Calydon Capital has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Calydon Capital invest in?
At the end of its last fiscal year, Calydon Capital’s separately managed accounts held 57% state and local bonds, 22% non-exchange-traded equities, 19% exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Calydon Capital?
Calydon Capital’s direct owners are Darrell Horn, Richard Finch, James West and Morgan Sanders, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does Calydon Capital get paid?
Calydon Capital is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Calydon Capital registered with the SEC?
Yes, Calydon Capital has been registered with the SEC as an investment adviser since 17 October 2016. Its CRD number is 285485 and its SEC file number is 801-108508.
Source: Form ADV Part 1A, Item 1, filed 1 April 2026; IAPD firm record
How do I contact Calydon Capital?
Calydon Capital’s main office is at 999 Shady Grove RD South, Suite 106, Memphis, TN 38120. Its phone number is 844-678-6900. Its website is calydoncap.com.