Aton Financial LLC

Overview

Aton Financial LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2018. The firm markets itself as a capital allocator that serves both individual/family and institutional clients. Its advisory offering spans financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Aton also operates as an insurance broker and employs a mix of fee schedules—percentage of AUM, hourly, fixed fees and performance-based arrangements. The firm does not position itself as an ESG-focused manager and is not identified as a multi-state adviser in the snapshot data. Being classified as a capital allocator indicates Aton places material client capital with third-party managers and sponsors its own private funds in addition to running managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices