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Norton Capital Management, Inc.

● SEC registered since 2017CRD 110398SEC# 801-111866Henrico, VA
Export (members)
Reg. AUM
$131.9M
Employees
5
Accounts
238
Location
Henrico, VA

Norton Capital Management, Inc. assets under management

Norton Capital Management, Inc. operates as an SEC-registered investment adviser based in Henrico, VA. The firm has been registered since 2017. It reports $131.9 million in regulatory assets under management and employs 5 people.

Norton Capital Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Anita Marie LavinChief Compliance OfficerUnder 5%2025
Jeremy Brian Kirkland ControlSecretary/TreasurerUnder 5%2024
Redmond Asset Management, LLC ControlShareholderOver 75%2024
Robert Scott Redmond ControlPresidentUnder 5%2024

Frequently asked questions

How much does Norton Capital Management, Inc. manage?

Norton Capital Management, Inc. reports $131.9 million in regulatory assets under management on its Form ADV.

How many employees does Norton Capital Management, Inc. have?

Norton Capital Management, Inc. reports 5 employees.

Where is Norton Capital Management, Inc. located?

Norton Capital Management, Inc. is based in Henrico, VA and has been SEC-registered since 2017.

Does Norton Capital Management, Inc. disclose fund performance?

Norton Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address410 North Ridge Road, Suite 100, Henrico, VA 23229
Phone(757) 623-1200
Fax(757) 623-1100
Office hours9:00-4:30 M-Th And 9:00-4:00 Friday
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$131.9M▼ 3%
Sep '25 — $136.6MOct '25 — $136.6MNov '25 — $136.6MDec '25 — $136.6MJan '26 — $136.6MFeb '26 — $136.6MMar '26 — $136.6MApr '26 — $136.6MMay '26 — $136.6MJun '26 — $136.6MJul '26 — $136.6MAug '26 — $136.6MSep '26 — $131.9MOct '26 — $131.9M
Sep '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 87%
Larger than 13% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers

Assets under management

$131.9Mregulatory AUM
Discretionary $116.4MNon-discretionary $15.5M