Candlestick Advising Technologies Inc

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Candlestick Advising Technologies Inc
CRD #333215
SEC #801-131487
CIK #
AUM 0.0 M (2026-03-15)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone973-932-9139
Address
Source [IAPD] [Website] [Instagram]
Total AUM ($k)
40322416802010201520212027
Fees and Compensation — Form ADV Part 2A (3/15/2026) [Brochure]
Item 5.   Fees and Compensation

Candlestick charges an Advisory Fee to clients based on a percentage of assets under
management.

The specific Advisory Fee charged by the Firm for its advisory services will be outlined in each
client’s Investment Advisory Agreement.

The maximum Advisory Fee charged by Candlestick is a 1.25% fee on assets under management
plus a flat $6/month fee, although we may charge a lower amount depending on AUM,
complexity and risk level of the specific strategy. Candlestick charges this fee monthly in arrears
and defines assets under management for the fee calculation as the average daily balance of
assets invested into each strategy over the month for which the fee has accrued.

We deduct fees from the client’s advisory account, monthly. Clients pay the fees even if they do
not have any transactions. This means that the fee, when charged, will decrease a client’s
assets under management with us.

Each time a client uses our advisory services, they reaffirm their agreement that we may charge
their account for the specified period. In the event that we cannot charge Advisory Fees to the
client’s account, we reserve the right to terminate their access to our advisory services. Each
client may also terminate our services at any time, at which any accrued fees that have not
been yet charged shall be charged prior to account termination and withdrawal.

The qualified custodian agrees to deliver an account statement, at least quarterly, directly to the
client, showing all disbursements from the account. The client is encouraged to review all
account statements for accuracy. we will receive access to a duplicate copy of the statement
that was delivered to the client.

After signing up, a client may terminate the agreement through the app at any time.
Account Minimums and Types of Clients — Form ADV Part 2A (3/15/2026) [Brochure]
Item 7.   Account Requirements and Types of Clients

Clients participating in advisory services include individuals and small businesses. There is no
account minimum.
AUM Breakdown Accounts AUM ($k)
By Client Type
(a) Individuals (other than high net worth individuals) 200 40.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 200 40.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 200 40.0
Total 200 40.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 40.0
Total 200 40.0
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
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