Overview
Assets Under Management: $116 million
High-Net-Worth Clients: 37
Average Client Assets: $2.2 million
Frequently Asked Questions
ATON ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154036), ATON ADVISORS, LLC is subject to fiduciary duty under federal law.
ATON ADVISORS, LLC serves 37 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, ATON ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ATON ADVISORS, LLC manages $116 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, ATON ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.35%
Average Client Assets: $2.2 million
Total Client Accounts: 280
Discretionary Accounts: 280
Regulatory Filings
CRD Number: 154036
Filing ID: 2052946
Last Filing Date: 2026-02-13 11:22:31