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T. Anton Investment House, Inc.

● SEC registered since 2017CRD 174970SEC# 801-108785Madison, WI
Export (members)
Reg. AUM
$366.6M
Employees
6
Accounts
891
Location
Madison, WI

T. Anton Investment House, Inc. assets under management

T. Anton Investment House, Inc. operates as an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2017. It reports $366.6 million in regulatory assets under management and employs 6 people.

T. Anton Investment House, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Tracey Carol Anton ControlPresident And Chief Compliance Officer 11.30.2016Over 75%2015

Frequently asked questions

How much does T. Anton Investment House, Inc. manage?

T. Anton Investment House, Inc. reports $366.6 million in regulatory assets under management on its Form ADV.

How many employees does T. Anton Investment House, Inc. have?

T. Anton Investment House, Inc. reports 6 employees.

Where is T. Anton Investment House, Inc. located?

T. Anton Investment House, Inc. is based in Madison, WI and has been SEC-registered since 2017.

Does T. Anton Investment House, Inc. disclose fund performance?

T. Anton Investment House, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address708 Heartland Trail, Suite #3000, Madison, WI 53717-2174
Phone608-501-1549
Office hours8:30 a.m. -5 p.m. Mon-Thurs; Fri 8:30-3
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$366.6M▲ 33%
Feb '25 — $274.9MMar '25 — $331.9MApr '25 — $331.9MMay '25 — $331.9MJun '25 — $331.9MJul '25 — $331.9MAug '25 — $331.9MSep '25 — $331.9MOct '25 — $331.9MNov '25 — $331.9MDec '25 — $331.9MJan '26 — $331.9MFeb '26 — $331.9MMar '26 — $366.6MApr '26 — $366.6MMay '26 — $366.6MJun '26 — $366.6M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$366.6Mregulatory AUM
Discretionary $366.6M