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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 07-13-1993
- Office Locations
- 1
Office Locations
About Norton Capital Management, Inc.
Norton Capital Management is an independent Virginia-based advisory acquired by Redmond Asset Management in late 2024. The team manages customized client portfolios with an active, research-driven approach that often emphasizes individual securities for reward/risk optimization, while also using mutual funds and ETFs for diversification when preferred. Operates on Pershing and includes multiple CFA charterholders.
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Owner & Executives
JEREMY BRIAN KIRKLAND
Partner, Secretary, TREASURER
- CRD
- #5139278
- Ownership
- Less than 5%
ANITA MARIE LAVIN
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Element glacier
Foundation momentum timber
- CRD
- #58490
- Ownership
- 8.7%
Showing 2 of 3 owners & executives
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JESSICA AMILU BUCKLEY
--
- CRD
- #4800935
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,677,066 | $517,477 |
| Non-Discretionary | $12,888,369 | $515,535 |
| Total | $136,565,435 | $517,293 |
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Separately Managed Accounts
Total SMA Asset: $136,565,435
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $789,699,058 | 17.0% |
| Municipal Bonds | $803,634,923 | 17.3% |
| Cash | $836,151,944 | 18.0% |
| U.S. Government/Agency | $891,895,406 | 19.2% |
| Public Funds | $915,121,849 | 19.7% |
| Corporate - Investment Grade | $408,785,395 | 8.8% |
| Total | $4,645,288,575 | 100.0% |