$23.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-12-2004
- Office Locations
- 1
Office Locations
520 White Plains RD Suite 500 Tarrytown NY
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.
Team overview
74 AVG AGE
$23.5M AVG AUM / ADVISOR
$521.5K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Asset Classes
Oak Alpha Delta value Oak
Client Personas
Unison Catalyst
Investment Themes
Vertex quantum Prime insight
Investment Vehicles
Delta Frontier meridian
Services
Ridge signal Beacon north North Oak wave Bridge peak Ridge alpha
Owner & Executives
WILLIAM ANTHONY MARTONE
Advisor, Chief Compliance Officer, President
- CRD
- #321865
- Ownership
- 75% or more
(338) 208-7796
glacier.glacier@capitalcapital.com
in linkedin.com/in/unison-harbor
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $23,469,018
Equity - Exchange:
10.5% Public Funds:
14.8% Cash:
21.4% Corporate - Investment Grade:
22.3% Municipal Bonds:
15.5% U.S. Government/Agency:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $240,471,931 | 10.5% |
| Public Funds | $338,950,912 | 14.8% |
| Cash | $490,104,697 | 21.4% |
| Corporate - Investment Grade | $510,716,576 | 22.3% |
| Municipal Bonds | $354,982,374 | 15.5% |
| U.S. Government/Agency | $354,982,373 | 15.5% |
| Total | $2,290,208,863 | 100.0% |