Calton & Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Tampa, FL. Its latest Form ADV filing, dated December 26, 2025, reports $1.6B in regulatory assets under management, 373 employees, 70 offices, and 6,969 accounts.
Assets Under Management
$1.6B
Employees
373
Offices
70 offices
Total Clients
5,283
Primary office
TAMPA, FL
2701 N. ROCKY POINT DRIVE, SUITE 1000, TAMPA, FL, United States
Top client segmentIndividuals represent 90.4% of total clients.
Top client categories% of clientsClients
1
Individuals
90.4%
4,778
2
HNWI
5.3%
278
3
Pension Plans
4.3%
227
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of December 26, 2025
Discretionary98.5%
$1.6B
99% of total RAUM98.5%
Non-discretionary1.5%
$23M
1% of total RAUM1.5%
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$1.6B
Total Accounts6,969
10Y AUM Change+$1.2B (+279.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees373
Clients per Employee14:1
10Y Employee Change+78 (+26.4%)
* 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.