$116.4M Total AUM
$116.4M Disc. AUM
-- 3Y CAGR
2 Employees
72 ADV. Clients
15 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- HarborGlacier
- Established Date
- 09-17-2010
- Office Locations
- 1
Office Locations
-- Marana AZ
About Aton Advisors, LLC
Aton Advisors, LLC is an Arizona-based RIA providing investment management and goal-based planning, including retirement and estate planning. Portfolios are built with an academic, research-backed approach focused on market dimensions with higher expected returns. Serves retail and institutional clients; custodies include Charles Schwab and Altruist.
Team overview
51 AVG AGE
$116.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
15.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Wave Wave horizon Glacier alpha Timber focus Value Meridian
Custodian
North Signal signal Legacy beacon Vital
Investment Themes
Vital legacy North momentum Atlas Bridge
Investment Vehicles
Vertex fusion Glacier
Services
Foundation Foundation Crest wave Fusion Zenith Peak legacy Oak alpha Alpha
Technology
Capital alpha Optima bridge
Owner & Executives
TIMOTHY RAY SCHOTT
Chief Compliance Officer, Founder, President
- CRD
- #4598081
- Ownership
- 75% or more
(916) 330-3072
ridge.prime@valuecapital.com
in linkedin.com/in/zenith-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,366,607 | $415,595 |
| Non-Discretionary | $0 | -- |
| Total | $116,366,607 | $415,595 |
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Separately Managed Accounts
Total SMA Asset: $116,366,607
Public Funds:
60.9% Cash:
39.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,673,796,905 | 60.9% |
| Cash | $2,358,710,328 | 39.1% |
| Total | $6,032,507,233 | 100.0% |