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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2016
- Office Locations
- 1
Office Locations
About Tone Capital, LLC
Tone Capital is a fiduciary RIA offering investment management and advice-led financial planning for individuals and families, using a data-driven, factor-based and systematic approach to asset allocation. Its tech-enabled, hybrid service model combines integrated client portals (investments plus banking accounts) with white-glove support. The firm also partners with community banks to deliver a white-labeled wealth platform including technology, marketing, and compliance.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY STEPHEN SABO
Principal
- CRD
- #2003709
- Ownership
- 25% but less than 50%
JAMES JOSEPH SHANNON
Chief Compliance Officer, Principal
- CRD
- --
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,049,600 | $360,657 |
| Non-Discretionary | $3,216,200 | $3,216,200 |
| Total | $118,265,800 | $369,581 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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