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NORTON CAPITAL MANAGEMENT, INC.
CRD 110398 · SEC 801-111866
410 NORTH RIDGE ROAD, SUITE 100, HENRICO, VA, 23229, United States
Phone
(757) 623-1200
Fax
(757) 623-1100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.6M
Discretionary AUM
$123.7M
Team
6 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; FLAT FEES
Org form
Corporation
Filing date
2025-09-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $29.0M |
| High net worth individuals | 36 | $98.6M |
| Charitable organizations | 5 | $9.0M |
States served
MD, NC, VA, FL
All web addresses on file
Official SEC filing: View on IAPD