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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-02-2011
- Office Locations
- 1
Office Locations
About Middleton Advisory
Middleton Advisory is a fee-only RIA providing wealth management alongside institutional services and retirement plan consulting. The firm serves foundations, endowments, and corporations as an outsourced CIO, and supports employers by acting as an independent fiduciary to implement or improve retirement plans and help reduce plan liability. Portfolios emphasize asset allocation using ETFs and mutual funds, including socially responsible approaches; custody includes Charles Schwab.
Team overview
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Custodian
Investment Themes
Services
Owner & Executives
DAVID LANE MIDDLETON
Advisor, Owner
- CRD
- #5398638
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,826,782 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,826,782 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,826,782
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $770,054,265 | 13.8% |
| Public Funds | $1,964,196,386 | 35.2% |
| U.S. Government/Agency | $859,335,919 | 15.4% |
| Cash | $1,986,516,800 | 35.6% |
| Total | $5,580,103,370 | 100.0% |