Calton & Associates, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

20999

SEC number

801-70036

Firm type

RIA

Assets under management

$1.6B as of May 11, 2026

Website

www.calton.com ↗

Phone

813-264-0440

Address

2701 N. Rocky Point Drive, Tampa, FL, 33607

Advisors at this firm

222 in our index · page 3 of 5

• Harold William JaegerCRD 1143183 · Lake Wales, FL
  Broker
• Richard William JarveyCRD 2714283 · Folsom, CA
  IA Registered
• John Jay JohnCRD 1785564 · Fallston, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Joseph JohnsonCRD 2312446 · Ames, IA
  IA RegisteredBroker
• Curtis Jay JonesCRD 2405170 · Merritt Island, FL
  IA RegisteredBroker
• Elizabeth Holshouser JostCRD 1383990 · Clearwater, FL
  Broker
• Brian Donald JoyceCRD 1845679 · Wauwatosa, WI
  Broker
• Benjamin Donald JoyceCRD 6635864 · Wauwatosa, WI
  Broker
• Vijay Rajaram KaneCRD 1676055 · Post Falls, ID
  Broker
• Ronald Allen KerherCRD 1012967 · Sioux Falls, SD
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark Alexander KerrCRD 1201209 · Satellite Beach, FL
  Broker
• Charles Francis KleinbrookCRD 2691951 · Highland, MI
  BrokerRegistration inactive
• Darren M KlumpCRD 4934856 · Oak Creek, WI
  IA RegisteredBroker
• Robert Joseph KozlowskiCRD 839901 · Tempe, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Brian KutasCRD 2411004 · Marble Falls, TX
  Broker
• Mark Thomas LamkinCRD 2121510 · Louisville, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Ned Franklin LatorCRD 1497386 · Houston, TX
  BrokerRegistration inactive
  Disclosure event(s) on record
• Robert Tison LeeCRD 4567479 · St. Petersburg, FL
  Broker
• Reed Norman LengelCRD 1040063 · Tampa, FL
  IA RegisteredBroker
• Paul LieuCRD 2591168 · Huntington Beach, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kris Brannon LloydCRD 842035 · Marble Falls, TX
  Broker
• Andrew LockeCRD 4727955 · Morrisville, NY
  Broker
• M F LongCRD 1778299 · Denton, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Willard LoweCRD 3039787 · Clearwater, FL
  Broker
• Becky Sue LynchCRD 1899295 · Hagerstown, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Jack Donald LynchCRD 7780606 · Tampa, FL
  IA RegisteredBroker
• Woody Bernard MargozewitzCRD 1722053 · Tampa, FL
  Broker
• Kevin James MarshCRD 2006082 · Coppell, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Matthew MarstonCRD 4599291 · Eindhoven
  IA RegisteredBroker
• Donald Richard MassadCRD 2231338 · Baton Rouge, LA
  Broker
• William Carroll MaysCRD 500605 · Florence, AL
  Broker
• Mary Elizabeth McalpineCRD 5559176 · Ponte Vedra, FL
  IA RegisteredBroker
• James Ragan MccarterCRD 500307 · Florence, AL
  Broker
• Michael Lindquist MckenzieCRD 328817 · Sequim, WA
  IA RegisteredBroker
• Lewis William MedlinCRD 1467679 · Carthage, MO
  IA RegisteredBroker
• Stephen Christopher MeikleCRD 5468418 · Apopka, FL
  IA RegisteredBroker
• James Melvin MershonCRD 2149800 · Longview, WA
  IA RegisteredBroker
• Geoffrey Fletcher MillsCRD 2210784 · Tampa, FL
  Broker
• Justin Brian MitchellCRD 5177794 · Baton Rouge, LA
  Broker
• Joseph Paul MonkoCRD 2615219 · Tampa, FL
  BrokerRegistration inactive
• Kevin Eugene MooreCRD 1594921 · Tolar, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Joann M MorfordCRD 1539930 · Miler, SD
  IA RegisteredBroker
• Paul William MurphyCRD 5132291 · Ocala, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph Stuart MyersCRD 726436 · Mount Laurel, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Alexis Enrique Medina TovarCRD 6110101 · Tampa, FL
  BrokerRegistration inactive
• Archester L NeilCRD 1331150 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Donald Alan NoblitCRD 1835823 · North Richland Hills, TX
  BrokerRegistration inactive
• Douglas Scott ObradovichCRD 1261999 · Louisville, KY
  Broker
• Elizabeth Ann ObrienCRD 1241857 · Tampa, FL
  Broker
• Teresa Marie OclairCRD 2722808 · Bismarck, ND
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.