PELLETON CAPITAL MANAGEMENT, LTD.

Overview

Pelleton Capital Management, Ltd. is an independent registered investment advisor (RIA) that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates as a corporation and is owned by an individual. Pelleton Capital Management engages in various business activities, including acting as an insurance broker, which complements its advisory services. The firm does not have a focus on environmental, social, and governance (ESG) investing and operates solely within a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices