At A Glance
Our Firm At-A-Glance
Calton is an independently-owned, full service securities broker-dealer and investment advisory firm offering a wide range of investment products and services. We have been successfully serving entrepreneurial, independent financial professionals and their clients since 1987.
- Number of Advisors: Approximately 400
- Account Assets: Over $6 billion
- Business Models Supported: Transactional, Hybrid BD/RIA, and Corporate RIA
- Technology Partners: Laser App Software Inc., Redtail Technology, eMoney Advisor, and Envestnet
- Clearing Firms: National Financial Services LLC and Hilltop Securities
- Other Advisory Custodians: Fidelity Clearing & Custody SolutionsSM, and TD Ameritrade Institutional