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CB

Caden A. Brown

HALBERT WEALTH MANAGEMENT
AUSTIN, TX 78733
Some features on this profile are disabled
CRD#: 8045104
CB
Caden Anthony BrownHALBERT WEALTH MANAGEMENT

Professional summary

Caden Anthony Brown is a registered financial advisor currently at HALBERT WEALTH MANAGEMENT, INC located in Austin, Texas.

Caden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Caden has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caden Anthony Brown's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 17, 2026 - Present

HALBERT WEALTH MANAGEMENT, INC

Office #1: 9433 Bee Cave Rd Suite 3-201, Austin, TX 78733
RIA
CRD#: 108294
AUSTIN, TX
Past

July 11, 2025 - April 7, 2026

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Austin, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HW
HALBERT WEALTH MANAGEMENT, INC
HALBERT WEALTH MANAGEMENT, INC | PROFUTURES CAPITAL MANAGEMENT INC | HALBERT WEALTH MANAGEMENT, INC.

CRD#: 108294 / SEC#: 801-55411

RIA
Registered Investment Advisory firm - (4/14/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(8/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/17/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/22/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/11/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/7/2025
Securities Industry Essentials Examination

Current Firm

HW
HALBERT WEALTH MANAGEMENT, INC
HALBERT WEALTH MANAGEMENT, INC | PROFUTURES CAPITAL MANAGEMENT INC | HALBERT WEALTH MANAGEMENT, INC.

CRD#: 108294 / SEC#: 801-55411

RIA
Registered Investment Advisory firm - (4/14/1998 Approved)
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Contact information

Main Address
9433 Bee Cave Rd Suite 3-201, Austin, TX 78733
Mailing Address
Phone number
(512) 263-3800
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (1/2/2026)

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 72,797,050

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HALBERT WEALTH MANAGEMENT, INC

CRD#: 108294Austin, TX 78733

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