Overview
Assets Under Management: $137 million
Headquarters: HENRICO, VA
High-Net-Worth Clients: 36
Average Client Assets: $2.7 million
Frequently Asked Questions
NORTON CAPITAL MANAGEMENT, INC. 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 #110398), NORTON CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
NORTON CAPITAL MANAGEMENT, INC. is headquartered in HENRICO, VA.
NORTON CAPITAL MANAGEMENT, INC. serves 36 high-net-worth clients according to their SEC filing dated September 19, 2025. View client details ↓
According to their SEC Form ADV, NORTON CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
NORTON CAPITAL MANAGEMENT, INC. manages $137 million in client assets according to their SEC filing dated September 19, 2025.
According to their SEC Form ADV, NORTON CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.20%
Average Client Assets: $2.7 million
Total Client Accounts: 264
Discretionary Accounts: 239
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 110398
Filing ID: 2017131
Last Filing Date: 2025-09-19 16:55:40