Private Market View

CALTON & ASSOCIATES, INC.

Other · TAMPA, FL

AUM
$1.5M
Portfolio companies
Recorded deals
Last investment

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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Portfolio

Portfolio — not yet on record

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.