Girton Capital Management, Inc.

RIASEC Registered
Total AUM
$7.9M
Discretionary
$7.9M
100% of AUM
Avg account
$791K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
130573
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees
Client types
  • HNWI77.53%
  • Individuals20.34%
  • Charitable Organizations2.12%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Girton Capital Management, Inc. is a privately owned corporate adviser that manages assets for both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals, small businesses, and institutions and also publishes periodicals or newsletters. Its fee arrangements include a percentage-of-AUM component alongside hourly charges and subscription fees. The adviser does not present itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Cash & Cash Equivalents 10%, Non-Exchange Traded Equities 4%, US Government Bonds 4%, Investment Grade Corp Bonds 3%, State & Local Bonds 2%74%
  • Exchange Traded Equities74%
  • Cash & Cash Equivalents10%
  • Non-Exchange Traded Equities4%
  • US Government Bonds4%
  • Investment Grade Corp Bonds3%

Contacts

1 of 1
  • John Girton

    John Girton

    PresidentCRD 720093

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth