Kathryn
Scanlon

Calton & Associates, Inc

CRD#4892673
Investment Advisor
in Austin, TX
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About this Advisor

Kathryn Scanlon is a certified financial planner operating in Austin, Texas, who has 11 years in the industry. Scanlon currently works for Calton & Associates, Inc. Throughout their career, they have worked at Vsr Financial Services, Inc, Vsr Advisory Services, Planning Works, Bearing Financial Advisors, LLC, Kathy Scanlon and Calton & Associates, Inc. Scanlon holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Calton & Associates, Inc is a financial advisory firm operating in Austin, Texas. The firm has offices in 76 locations and a total of 338 employees. It administers $940 million in assets under management between its 5,518 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 5,518 customer accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely vary depending on which service is provided. Fee types charged by Calton & Associates, Inc likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4807 Spicewood Springs Road Bldg 2 Suite 475
Austin, TX 78759

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Calton & Associates, Inc Brokerage Details

Total Assets Under Management

$1,067,007,652

TX Average: $1,855,561,029
Total Number of Employees

362

TX Average: 62
Total Number of Accounts

6,315

TX Average: 2,474
Average Account Size

$168,964

TX Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kathryn Scanlon Work History

Kathryn has 11 years of experience.

2016 - Present (3 years)

Calton & Associates, Inc

2015 - Present (4 years)

Kathy Scanlon

2014 - Present (5 years)

Bearing Financial Advisors, LLC

2007 - 2016 (9 years)

Vsr Financial Services, Inc

2007 - 2016 (9 years)

Vsr Advisory Services

2007 - 2010 (3 years)

Planning Works

Disclosures

Kathryn Scanlon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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