What departments does Caldwell Sutter Capital, Inc. have?

Caldwell Sutter Capital, Inc. has employees across 1 departments including Consultant.

What is the largest department at Caldwell Sutter Capital, Inc.?

The largest department at Caldwell Sutter Capital, Inc. is Consultant with 1 employees.

Where are Caldwell Sutter Capital, Inc. employees located globally?

Caldwell Sutter Capital, Inc. has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Caldwell Sutter Capital, Inc.'s team size changed over time?

Caldwell Sutter Capital, Inc.'s team has remained stable from approximately 15 to 15 employees based on available data.

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.

Caldwell Sutter Capital, Inc. Global Highlights

North America
23

United States Of America
23

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Caldwell Sutter Capital, Inc.'s Leadership

G. H.
Financial Consultant
Mobile Phone
Email

Caldwell Sutter Capital, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other
Analytics

Contact profiles from Caldwell Sutter Capital, Inc.

Name

Title

Contact Info

Location

Last Update

G. H.
Financial Consultant
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Caldwell Sutter Capital, Inc. known for?

Caldwell Sutter Capital, Inc. was founded in 1982 operates in the Investment Management industry; you can contact the 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?

Caldwell Sutter Capital, Inc. employees' email format typically follows the pattern of . 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?

Caldwell Sutter Capital, Inc. has approximately 18 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Financial Consultant: G. H.

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Caldwell Sutter Capital, Inc. Employee Directory

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