Aton Advisors, LLC

Overview

Aton Advisors, LLC is a small independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm leans toward professionally managed public funds as the primary vehicle for client portfolios, while also using an array of third‑party alternative managers when appropriate. Its advisory model supports fee arrangements by percentage of assets under management, hourly engagements and fixed fees, allowing flexibility across relationship types and planning engagements. The firm does not position itself as an ESG specialist and is not a multi‑state adviser. Given the client base and fee structure, Aton Advisors appears oriented toward high‑net‑worth individual and family clients who value outsourced portfolio construction and access to both public market solutions and selected alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices