Afton Advisors, LLC

Overview

Afton Advisors, LLC is an independent registered investment adviser focused on serving individual and family clients with a mix of financial planning, discretionary portfolio management and manager selection. The firm positions itself as a capital allocator, combining in-house portfolio management with the selection of outside advisers when appropriate. Its public filing indicates a clear tilt toward pooled public investment vehicles rather than bespoke private-market strategies, and the firm does not identify as an active ESG investor. Service delivery centers on fee arrangements that combine percentage-of-AUM billing with fixed fees for select engagements. Clients are primarily individuals and families, and the adviser also accepts small-business portfolio relationships. The firm’s activity suggests a practice built around model portfolios or mutual fund/pooled-product allocations, supplemented by referrals or sub-advisory relationships when specialized exposure is needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices