NORTON CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2017

Total AUM

$137M

Discretionary

$124M

91% of AUM

Avg account

$517K

Accounts

264

Employees

6

Advisory reps

3

Firm details

Headquarters: HENRICO, Virginia
CRD number: 110398
Registered since: October 13, 2017
Website: www.nortoncapital.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Other
Client types: HNWI72.2%
Individuals21.2%
Charitable Organizations6.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Norton Capital Management, Inc. operates as an independent registered investment advisor, focusing on providing financial planning and portfolio management services for individuals, families, and institutions. Founded in 2017, the firm has developed a reputation for its personalized approach to wealth management, catering to a diverse client base that includes both individual investors and institutional entities. The firm does not engage in capital allocation or actively pursue ESG investments, which may appeal to clients with specific investment philosophies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities68%
State & Local Bonds11%
Cash & Cash Equivalents10%
US Government Bonds7%
Investment Grade Corp Bonds4%

Contacts

3 of 3

JESSICA BUCKLEY
Operations ManagerCRD 4800935
ROBERT REDMOND
Founder and PartnerCRD 3064485
RAYMOND NORTON
PresidentCRD 824776

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

HENRICO, VA

HENRICO

Location

HENRICO, VA

Headquartered in HENRICO, VA, in the South of the United States.

Region: South
County: HENRICO
Address: 410 N Ridge Rd
Time zone: ET (UTC-5)
Office locations

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