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Caldwell Sutter Capital, Inc. Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Caldwell Sutter Capital, Inc. is an employee-owned investment advisory firm and independent full-service broker dealer operating in the investment management space. Founded in 1982 and originally known as Caldwell Securities, the firm serves individuals, families, and institutions with a focus on long-term capital appreciation and preservation, providing services that support wealth management needs. Based in Sausalito, California, the company emphasizes a client-centric approach within a regulated advisory and broker-dealer environment.

The firm positions itself as a provider of comprehensive financial services for long-horizon investing, drawing on its history and independent structure to offer advisory and brokerage capabilities tailored to its clientele. A recent personnel development includes the addition of Christopher Bovich to the team in May 2023, reflecting ongoing organizational growth. The company operates within the broader investment management industry, addressing the needs of clients seeking preservation of capital alongside growth over time.

Find Caldwell Sutter Capital, Inc. employees' phone numbers or email addresses

Caldwell Sutter Capital, Inc. Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Caldwell Sutter Capital, Inc.'s Leadership

  • Financial Consultant at Caldwell Sutter Capital, Inc.
    G. H.
    Financial Consultant
    Mobile Phone

Caldwell Sutter Capital, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Other
  • Entrepreneurship

Contact profiles from Caldwell Sutter Capital, Inc.

Name
Title
Contact
Location
Last Update
  • Financial Consultant at Caldwell Sutter Capital, Inc.
    G. H.
    Financial Consultant
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Caldwell Sutter Capital, Inc. known for?

Minus sign iconPlus sign iconCaldwell Sutter Capital, Inc. was founded in 1982 and operates in the Investment Management industry. You can contact Caldwell Sutter Capital, Inc.'s main corporate office by phone at
+1-415-962-****
. Explore Caldwell Sutter Capital, Inc.'s company overview page for more information.

What is Caldwell Sutter Capital, Inc.'s most common email format?

Minus sign iconPlus sign iconCaldwell Sutter Capital, Inc. employees' email format typically follows the pattern of First.Last@cald.com. Trying to find reliable and up-to-date employee contact data? Find more Caldwell Sutter Capital, Inc. email formats with LeadIQ.

How many employees does Caldwell Sutter Capital, Inc. have currently?

Minus sign iconPlus sign iconCaldwell Sutter Capital, Inc. has approximately 20 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Caldwell Sutter Capital, Inc.'s key employees and leadership?

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As of September 2026, Caldwell Sutter Capital, Inc.'s key employees include:

  • Financial Consultant: G. H.

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