TOLTON ASSET MANAGEMENT, LLC

Overview

Tolton Asset Management, LLC is a small, client-focused advisory firm organized as a limited liability company and owned by an individual. The firm concentrates on advising individuals and families and provides portfolio management for individuals and small businesses. Its business activities include accounting, and its advisory work is delivered primarily on a non-discretionary basis, meaning clients retain decision authority while the firm provides investment guidance and implementation support. Fee arrangements are flexible: Tolton charges a percentage of assets under management and can also bill on hourly or fixed-fee bases depending on the engagement. Investment preferences skew toward public equities, with a clear bias for exchange-traded instruments as the foundation of client portfolios. Tolton does not position itself as an active ESG investor and is not structured as a multi-state adviser, indicating a regionally focused practice. Given the client base and account structure, the firm appears to emphasize individualized planning and tailored allocations rather than large-scale institutional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices