Tech stack
No one at Calton & Associates, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $351M held · filed Dec 2024
Schwab
Per Form ADV · $255M held · filed Dec 2024
H
Hilltop Securities Inc.
Per Form ADV · $149M held · filed Dec 2024
SEI
Per Form ADV · $137M held · filed Dec 2024
Folio
Per Form ADV · $125M held · filed Dec 2024
Trade-PMR
Per Form ADV · $116M held · filed Dec 2024