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| Happy Holidays!! thanks for using AUM13F!! |
| Calton & Associates Inc
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| CRD # | 20999 |
| SEC # | 801-70036 |
| CIK # | 0000822648 |
| AUM | $1.2 B (2025-07-30) |
| Employees | 515 (43% Investors, 73% Brokers) |
| Phone | 813-264-0440 |
| Address | 2701 N Rocky Point Drive Tampa, FL 33607 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.8 | ||
| Microsoft Corp | 9.1 | ||
| Nvidia Corp | 7.2 | ||
| Amazon Com Inc | 4.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,725 | 794.5 |
| (b) Individuals (high net worth individuals) | 206 | 392.9 |
| (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 | 131 | 28.7 |
| (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 | 7,559 | 1,216.0 |
| By Discretionary | ||
| Discretionary | 7,044 | 1,129.1 |
| Non-Discretionary | 515 | 86.9 |
| Total | 7,559 | 1,216.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.8 | |
| United States Persons | 1,198.2 | |
| Total | 7,559 | 1,216.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000822648] |
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