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CANDIDE GROUP

OAKLAND, CA · CRD 286086 · IAPD ↗ · (510) 761-8150

$123.6MRegulatory AUM
4Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CANDIDE GROUP shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
January 2026 — CANDIDE GROUP reported RAUM down 28% ($174.7M -> $125.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
January 2026 — CANDIDE GROUP added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
November 2024 — CANDIDE GROUP grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.