Norton Capital Management, Inc. is a large advisory firm based in Norfolk. It manages $112.22 million of regulatory assets for 292 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, North Carolina, Pennsylvania, Texas, and Virginia.
Norton Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Norton Capital Management, Inc. is $112.22 million. The firm's AUM has grown by 198% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Norton Capital Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Norton Capital Management is individuals with 264 clients and $53.49 million of assets under management. Among the 11 most similar advisory firms, Norton Capital Management has the 5th highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $106.46 million for 289 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Norton Capital Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Norton Capital Management, Inc. performs its advisory services is located at 440 Monticello Avenue, Norfolk, VA 23510 2670, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (757) 623-1200 or by fax (757) 623-1100. The normal business hours are 9:00-4:30 m-th and 9:00-4:00 friday on Monday - Friday. You can find more information about the New York firm at nortoncapital.com.