Key facts
- CALTON & ASSOCIATES, INC. is a other based in TAMPA, FL.
- CALTON & ASSOCIATES, INC. reports $1.5M in regulatory assets under management, per its SEC Form ADV (2025-12).
Registered with the SEC
Form ADV · 2025-12 · CRD 20999- Regulatory AUM
- $1.5M
- Private fund assets
- —
- Private funds
- —
- Staff
- 373
- Registered office
- TAMPA, FL
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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No portfolio companies for CALTON & ASSOCIATES, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CALTON & ASSOCIATES, INC.'s AUM?
- CALTON & ASSOCIATES, INC. manages approximately $1.5M in assets.