ATON FINANCIAL LLC

Overview

Aton Financial LLC is an independent registered investment adviser formed in 2018 that serves both individual and institutional clients. The firm operates as a capital allocator and combines advisory services—financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers—with insurance brokerage capabilities. Its fee model is flexible, incorporating percentage-of-AUM, hourly and fixed fees, and performance-based arrangements, which allows the firm to tailor compensation to client needs and specific mandates. Investment activity shows a clear tilt toward exchange-traded liquid exposures as the most used asset type, while the firm also sources and allocates to private funds and third-party alternatives. Aton Financial is not an active ESG investor and currently reports a non-multi-state adviser status. The firm’s practice includes both discretionary and non-discretionary mandates, reflecting a mix of delegated portfolio management and advisory-only relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices