RIA Intel›Advisers›California›TOLTON ASSET MANAGEMENT, LLC

TOLTON ASSET MANAGEMENT, LLC

Advisory

LOS ANGELES, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA

#3,784

of 5,480 advisers by AUM

Average account

$296K

across 122 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$36M

Discretionary AUM$0

Non-Discretionary AUM$36M

Discretionary %0%

Total Clients40

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

40 clients

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

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