CALTON & ASSOCIATES, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,576,517,756
Discretionary
$1,553,575,965
Non-discretionary
$22,941,791
Firm details
- CRD number
- 20999
- SEC file number
- 801-70036
- Main office
- TAMPA, FL, United States
- Employees
- 373
- SEC status
- Approved
- Website
- HTTP://WWW.CALTON.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions Performance-based
As of October 2026.