{
  "slug": "caldwell-sutter-capital-inc",
  "name": "Caldwell Sutter Capital, Inc",
  "description": "Caldwell Sutter Capital, Inc. provides customized investment advisory services, including equity and fixed income strategies, and comprehensive brokerage services for both new issue and secondary markets. They cater to institutional and high net worth clients with a focus on delivering long-term, tax-efficient returns and trading closely held securities.",
  "url": "https://optimly.ai/brand/caldwell-sutter-capital-inc",
  "websiteUrl": "https://cald.com/",
  "logoUrl": "https://logo.clearbit.com/cald.com",
  "baiScore": 47.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Investment Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-06T08:00:15.545Z",
  "verifiedVitals": {
    "website": "https://cald.com",
    "category": "Investment Management and Brokerage",
    "what_it_does": "Caldwell Sutter Capital, Inc. provides investment advisory services, including customized equity and fixed income strategies, financial planning, and portfolio management. The firm also offers brokerage services for tax-exempt and taxable fixed income trading in new issue and secondary markets, and equity trading with a focus on closely held, thinly traded securities.",
    "primary_audience": "The primary audience includes institutional and high net worth clients, individuals, corporations, pension and profit sharing plans, and charitable organizations.",
    "core_product": "The core products are investment advisory services and brokerage services.",
    "pricing_model": {
      "kind": "custom",
      "detail": "Fees for investment advisory services are typically a percentage of assets under management (AUM), generally ranging from 0.15% to 1.5% annually based on the total market value of assets and the complexity of services. Brokerage services involve commission-based compensation."
    },
    "parent_ownership": "Caldwell Sutter Capital, Inc. is individually owned, with Joseph F. Helmer identified as a beneficial owner and President."
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790077442585
}