RIA Intel›Advisers›California›ANTONE ASSET MANAGEMENT, INC

ANTONE ASSET MANAGEMENT, INC

Advisory

CARLSBAD, CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in CA

#4,335

of 5,480 advisers by AUM

Average account

$542K

across 34 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients34

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

34 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

NORTHWOOD INVESTMENT PARTNERS, LLC

$18M

OPES MVB CAPITAL, LLC

$18M

RALPH HENRY CECHETTINI, DBA, CIM PORTFOLIO ADVISORS

SAUSALITO, CA

$18M

+38.8% 1Y

PJ SCAVUZZO, INC.

$18M

HERMITAGE ADVISORS, LTD.

$18M

VALUEVEST MANAGEMENT COMPANY II, LLC

SAN FRANCISCO, CA

$18M

+35.6% 1Y

Get the full picture on ANTONE ASSET MANAGEMENT, INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ANTONE ASSET MANAGEMENT, INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans