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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-12-2004
- Office Locations
- 1
Office Locations
About Martone Capital Management, Inc.
Martone Capital Management is an owner-operated, New York State-registered RIA based in Hawthorne, NY. Founded in 1995, the firm provides investment advisory services and money management through individually managed accounts. Led by principal William A. Martone (CLU, ChFC) with 40+ years following financial markets, portfolios commonly use ETFs alongside mutual funds and fixed income; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 45 clients, or 45 clients per representative. That equates to $521.5K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
WILLIAM ANTHONY MARTONE
Advisor, Chief Compliance Officer, President
- CRD
- #321865
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $23,469,018 | -- |
| Total | $23,469,018 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Martone Capital Management, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.