CALTIER ADVISORS, LLC
CRD #317263 SEC #801-123596 POWAY, CA 619-354-2527
SEC Registered
Total AUM
$6.9M
Discretionary
$0
Employees
3
Clients
0
Accounts
2,304
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELCHER, MATTHEW, DAVID | I | EXECUTIVE OFFICER | NA | Control |
| BELCHER, MATTHEW, DAVID | I | EXECUTIVE OFFICER | NA | Control |
| BELCHER, MATTHEW, DAVID | I | EXECUTIVE OFFICER | NA | Control |
| BELCHER, MATTHEW, DAVID | I | EXECUTIVE OFFICER | NA | Control |
| BELCHER, MATTHEW, DAVID | I | EXECUTIVE OFFICER | NA | Control |
| BELCHER, MATTHEW, DAVID | I | EXECUTIVE OFFICER | NA | Control |
| BELCHER, MATTHEW, DAVID | I | EXECUTIVE OFFICER | NA | Control |
| BELCHER, MATTHEW, DAVID | I | EXECUTIVE OFFICER | NA | Control |
| BELCHER, MATTHEW, DAVID | I | EXECUTIVE OFFICER | NA | Control |
| Belcher, Matthew | I | EXECUTIVE OFFICER | NA | Control |
| HOOK, TRAVIS, CURRAN | I | EXECUTIVE OFFICER | NA | Control |
| HOOK, TRAVIS, CURRAN | I | EXECUTIVE OFFICER | NA | Control |
| HOOK, TRAVIS, CURRAN | I | EXECUTIVE OFFICER | NA | Control |
| HOOK, TRAVIS, CURRAN | I | EXECUTIVE OFFICER | NA | Control |
| HOOK, TRAVIS, CURRAN | I | EXECUTIVE OFFICER | NA | Control |
| HOOK, TRAVIS, CURRAN | I | EXECUTIVE OFFICER | NA | Control |
| HOOK, TRAVIS, CURRAN | I | EXECUTIVE OFFICER | NA | Control |
| HOOK, TRAVIS, CURRAN | I | EXECUTIVE OFFICER | NA | Control |
| HOOK, TRAVIS, CURRAN | I | EXECUTIVE OFFICER | NA | Control |
| Hook, Travis | I | EXECUTIVE OFFICER | NA | Control |
| JONES, JAMES, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, JAMES, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, JAMES, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, JAMES, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, JAMES, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, JAMES, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, JAMES, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, JAMES, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, JAMES, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, PARKER, ANDREW | I | EXECUTIVE OFFICER | NA | Control |
| SMITH, PARKER, ANDREW | I | EXECUTIVE OFFICER | NA | Control |
| SMITH, PARKER, ANDREW | I | EXECUTIVE OFFICER | NA | Control |
| SMITH, PARKER, ANDREW | I | EXECUTIVE OFFICER | NA | Control |
| SMITH, PARKER, ANDREW | I | EXECUTIVE OFFICER | NA | Control |
| SMITH, PARKER, ANDREW | I | EXECUTIVE OFFICER | NA | Control |
| SMITH, PARKER, ANDREW | I | EXECUTIVE OFFICER | NA | Control |
| SMITH, PARKER, ANDREW | I | EXECUTIVE OFFICER | NA | Control |
| SMITH, PARKER, ANDREW | I | EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICER | NA | Control |
| Smith, Parker | I | EXECUTIVE OFFICER | NA | Control |
| CALTIER INC. | DE | MANAGER | E | Control |
| CALTIER INC. | DE | MANAGER | E | Control |
| CALTIER INC. | DE | MANAGER | E | Control |
| CALTIER INC. | DE | MANAGER | E | Control |
| CALTIER INC. | DE | MANAGER | E | Control |
| CALTIER INC. | DE | MANAGER | E | Control |
| CALTIER REALTY, LLC | DE | MANAGER | E | Control |
| CALTIER REALTY, LLC | DE | MANAGER | E | Control |
| CALTIER REALTY, LLC | DE | MANAGER | E | Control |
| CALTIER REALTY, LLC | DE | MANAGER | E | Control |
Registrations
Federal
IA
Oct 21, 2025 REGISTERED
Notice Filings (1)
CA
Address
14269 DANIELSON ST.POWAY, CA 92064
United States
Phone: 619-354-2527