Calton & Associates Inc

Calton & Associates, Inc. is a Florida-based corporation providing financial advisory services to 17 clients. Established in 2009, it has 362 employees, out of which 187 are engaged in advisory roles. The SEC has approved its registration, making it a reliable player in the financial industry.

• AATRIA LLC

  SHAREHOLDER owns more than 10% but less than 25%

• ADELINE CARMELA CICCATI

  TRUSTEE OF THE LOUIS CICCATI AND ADELINE CARMELA CICCATI REVOCABLE TRUST owns more than 5% but less than 10%

• ANDREW COLIN SHERWOOD

  SHAREHOLDER owns less than 5%

• AUSTIN LOUIS CICCATI

  SHAREHOLDER owns less than 5%

• BRITTANY ANN SHERWOOD

  SHAREHOLDER owns less than 5%

• CARLY MARIE CICCATI

  SHAREHOLDER owns less than 5%

• CHELSEA AMANDA SHERWOOD

  SHAREHOLDER owns less than 5%

• CHRISTOPHER JOHN SIMMERS

  SHAREHOLDER owns less than 5%

• DAVID SCOTT COLE

  CHIEF FINANCIAL OFFICER / VICE PRESIDENT owns less than 5%

• DEREK JAY CALTON

  VICE PRESIDENT - DIRECTOR owns less than 5%

• DWAYNE KENT CALTON

  PRESIDENT - DIRECTOR owns less than 5%

• JILL MARIE CICCATI

  SHAREHOLDER owns more than 5% but less than 10%

• JOHN STEPHEN SIMMERS

  TRUSTEE OF THE SIMMERS FAMILY TRUST owns less than 5%

• JULIE NICOLE SIMMERS

  SHAREHOLDER owns less than 5%

• LOUIS CICCATI

  TRUSTEE OF THE LOUIS CICCATI AND ADELINE CARMELA CICCATI REVOCABLE TRUST owns more than 5% but less than 10%

• MARGARET MERHAR SIMMERS

  TRUSTEE OF THE SIMMERS FAMILY TRUST owns more than 10% but less than 25%

• RAMESHWAR SINGH

  SHAREHOLDER owns more than 10% but less than 25%

• RANDALL LEE CICCATI

  CEO / DIRECTOR owns less than 5%

• REBEKAH JOY POWERS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• THE LOUIS CICCATI AND ADELINE CARMELA CICCATI REVOCABLE TRUST

  SHAREHOLDER, LOUIS CICCATI AND ADELINE CARMELA CICCATI, TTEE owns more than 5% but less than 10%

• THE SIMMERS FAMILY TRUST

  SHAREHOLDER, JOHN S SIMMERS AND MARGARET A. SIMMERS TTEES owns more than 10% but less than 25%

• SCOTT HENRY SHERWOOD

  OWNER owns 75% or more

• INSPHERIA LLC
• Private Wealth Group LLC
• Rutherford Asset Planning Inc
• Capco Asset Management LLC
• Sutton Wealth Advisors Inc
• Circularis Partners LP
• Municipal BOND Portfolio Analysis LLC
• Gator Capital Management LLC
• Grand Central Investment Group LLC
• Jonathan Roberts Advisory Group Inc

• Investment Fund Update: Calton & Associates, Inc. Q4 2022 vs. Q1 2023

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