$109.3M Total AUM
$109.3M Disc. AUM
-- 3Y CAGR
2 Employees
182 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail
- Platforms
- CatalystFusion +more
- Established Date
- 05-16-2019
- Office Locations
- 2
Office Locations
-- Brentwood TN
-- Portage MI
About Afton Advisors, LLC
Afton Advisors is a fee-only, flat-fee fiduciary RIA based in Nashville, TN, delivering comprehensive financial and retirement planning and ongoing portfolio management for retail clients. The firm emphasizes asset allocation and risk management, investing primarily through public funds and using ETFs, mutual funds, and fixed income. Custody includes Charles Schwab, and the firm is part of the XY Planning Network.
Team overview
42 AVG AGE
$54.7M AVG AUM / ADVISOR
$600.8K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vertex peak Signal Ember catalyst Vertex momentum
Client Personas
Focus prime
Custodian
Glacier beacon Atlas prime
Investment Themes
Summit peak Unison Optima
Investment Vehicles
Momentum delta Legacy
Services
Fusion Bridge catalyst Summit matrix Glacier focus Optima Delta Foundation Beacon vector Radial signal
Technology
Ridge glacier Peak Eagle
Owner & Executives
ROBERT L DELUCAS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5316809
- Ownership
- 75% or more
(354) 507-3663
horizon.bridge@crestcapital.com
in linkedin.com/in/summit-delta
Showing 1 of 1 owners & executives
Unlock allContacts
A
ANDREW WILLIAMSON SHIBLEY
Financial Advisor, General Partner
- CRD
- #6394935
(946) 966-8880
beacon.capital@fusioncapital.com
in linkedin.com/in/fusion-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,338,019 | $325,411 |
| Non-Discretionary | $0 | -- |
| Total | $109,338,019 | $325,411 |
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Separately Managed Accounts
Total SMA Asset: $109,338,019
Public Funds:
18.8% Equity - Exchange:
11.2% U.S. Government/Agency:
18.5% Cash:
8.3% Municipal Bonds:
24.5% Corporate - Investment Grade:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,599,776,955 | 18.8% |
| Equity - Exchange | $953,058,611 | 11.2% |
| U.S. Government/Agency | $1,574,248,599 | 18.5% |
| Cash | $706,284,507 | 8.3% |
| Municipal Bonds | $2,084,815,713 | 24.5% |
| Corporate - Investment Grade | $1,591,267,503 | 18.7% |
| Total | $8,509,451,888 | 100.0% |