Candide Group, Llc
- Regulatory AUM
- $124M
- Discretionary
- $0
- Clients
- 11
- Avg AUM / client
- $11.2M
- Accounts
- 16
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 5 | $63.2M | 51.2% |
| Charitable organizations | 6 | $60.3M | 48.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aner Ben Ami | Managing Member | Jun 2015 (11y) | 50% – 75% | |
| Newsome, Hope, Lynee | Chief Compliance Officer | Nov 2020 (6y) | Less than 5% | |
| Ashton, George, Earl | Cheif Executive Officer | May 2024 (2y) | Less than 5% | |
| Morgan Simon | Managing Member | May 2024 (2y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE DEPARTMENT OF BUSINESS OVERSIGHT ALLEGED THE FIRM ENGAGED IN INVESTMENT ADVISORY ACTIVITIES PRIOR TO HOLDING A INVESTMENT ADVISER CERTIFICATE ISSUED BY THE DEPARTMENT. Status: Final Sanction Detail: AS PART OF THE CONSENT ORDER, THE FIRM AGREED TO PAY AN ADMINISTRATIVE PENALTY IN THE AMOUNT OF $15,000, AND DISGORGEMENT OF FEES IN THE AMOUNT OF $45,416. SUCH PAYMENTS WERE MADE IN OCTOBER OF 2017. Summary: THE DEPARTMENT OF BUSINESS OVERSIGHT ALLEGED THE FIRM ENGAGED IN INVESTMENT ADVISORY ACTIVITIES PRIOR TO HOLDING A INVESTMENT ADVISER CERTIFICATE ISSUED BY THE DEPARTMENT. TO SETTLE AND RESOLVE THE ISSUE, THE FIRM AGREED TO DESIST AND REFRAIN FROM ANY FUTURE UNLICENSED ADVISORY ACTIVITIES, PAY AN ADMINISTRATIVE PENALTY AND DISGORGE FEES.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- BNY Mellon $26.4M (21% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗