Norton Capital Management, Inc.

Overview

Norton Capital Management, Inc. is an independent registered investment adviser that provides fee-based financial planning and portfolio management for individuals, small businesses, and institutional clients. The firm is SEC-registered (registration recorded in 2017) and reports a client mix that includes both individual & family and institutional relationships. Its advisory services, per filings, emphasize financial planning and discretionary portfolio management, with fees charged as a percentage of assets under management plus other fee arrangements. Norton’s ADV indicates it is not positioned as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Location & Offices