| Name | Title | Ownership | Since |
|---|---|---|---|
| Anita Marie Lavin | Chief Compliance Officer | Under 5% | 2025 |
| Jeremy Brian Kirkland Control | Secretary/Treasurer | Under 5% | 2024 |
| Redmond Asset Management, LLC Control | Shareholder | Over 75% | 2024 |
Norton Capital Management, Inc. reports $136.6 million in regulatory assets under management on its Form ADV.
Norton Capital Management, Inc. reports 6 employees.
Norton Capital Management, Inc. is based in Henrico, VA and has been SEC-registered since 2017.
Norton Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 410 North Ridge Road, Suite 100, Henrico, VA 23229 |
| Phone | (757) 623-1200 |
| Fax | (757) 623-1100 |
| Office hours | 9:00-4:30 M-Th And 9:00-4:00 Friday |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $123.7M |
| Non-discretionary | $12.9M |
| Total (RAUM) | $136.6M |