E.C. Krayton Associates, Inc.

RIASEC Registered
Total AUM
$4.2M
Discretionary
$4.2M
100% of AUM
Avg account
$2.1M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
128746
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

E.C. Krayton Associates, Inc. is a small, owner-operated advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and concentrates its investment activity in exchange-traded equities. Its mandate and filing indicate a preference for separately managed account structures and an equity-first posture, supplemented by targeted allocations to income and alternative strategies. The adviser is not positioned as an ESG investor, does not act as a pension consultant, and does not advertise multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 11%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents11%

Contacts

1 of 1
  • Linda Krayton

    PresidentCRD 2141931

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth