$49.8M Total AUM
$49.8M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Unison peak
- Established Date
- 09-12-2013
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Dalton Financial LLC
Dalton Financial LLC is an independent, fee-only RIA and financial planning firm based in Charlotte, North Carolina. Led by principal Robert Dalton Higgins, a CFP professional with 40 years in finance and investing, the firm builds portfolios through a collaborative, values- and temperament-aware planning process. Retail-focused investment management incorporates asset allocation using public funds and equities, including ETFs.
Team overview
67 AVG AGE
$49.8M AVG AUM / ADVISOR
$743.2K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Custodian
Pathway timber
Investment Themes
Zenith pioneer Value beacon
Investment Vehicles
Atlas
Services
Glacier harbor Atlas pathway Capital Unison beacon Signal catalyst North Delta
Technology
Zenith momentum
Owner & Executives
ROBERT DALTON HIGGINS
Investment Advisor, PRINCIPAL
- CRD
- #2500734
- Ownership
- 75% or more
(316) 569-4048
insight.value@bridgecapital.com
in linkedin.com/in/matrix-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,795,983 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,795,983 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,795,983
Public Funds:
20.2% Equity - OTC:
30.9% Equity - Exchange:
17.0% Cash:
31.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,406,729,271 | 20.2% |
| Equity - OTC | $2,151,877,944 | 30.9% |
| Equity - Exchange | $1,183,881,069 | 17.0% |
| Cash | $2,221,518,006 | 31.9% |
| Total | $6,964,006,290 | 100.0% |