HENRICO, VACRD 110398Latest ADV September 19, 2025
Norton Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Henrico, VA. Its latest Form ADV filing, dated September 19, 2025, reports $137M in regulatory assets under management, 6 employees, and 264 accounts.
Assets Under Management
$137M
Employees
6
Offices
--
Total Clients
123
Primary office
HENRICO, VA
410 NORTH RIDGE ROAD, SUITE 100, HENRICO, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
82
2
HNWI
29.3%
36
3
Charitable
4.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of September 19, 2025
Discretionary90.6%
$124M
91% of total RAUM90.6%
Non-discretionary9.4%
$13M
9% of total RAUM9.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$137M
Total Accounts264
10Y AUM Change+$35M (+34.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee21:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.