|
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|
| Keyboard |
| Norton Capital Management Inc
✚
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|
|---|---|
| CRD # | 110398 |
| SEC # | 801-111866 |
| CIK # | |
| AUM | 136.6 M (2025-09-19) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 757-623-1200 |
| Address | 410 North Ridge Road Henrico, VA 23229 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 29.0 |
| (b) Individuals (high net worth individuals) | 36 | 98.6 |
| (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 | 5 | 9.0 |
| (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 | 264 | 136.6 |
| By Discretionary | ||
| Discretionary | 239 | 123.7 |
| Non-Discretionary | 25 | 12.9 |
| Total | 264 | 136.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.6 | |
| Total | 264 | 136.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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IL | 136.9 M |
|
ORBA Wealth Advisors LLC
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|
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|
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Vanweelden Wealth Management LLC
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|
Bridgelight Capital LLC
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|
MFT Wealth Management Inc
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136.3 M | |
|
Waypoint Strategic Advisors LLC
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SC | 136.3 M |
|
Strategic Portfolio Solutions LLC
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|
TX | 136.2 M |
|
Fithian LLC
✚
|
NY | 136.2 M |