Investment adviser · CRD 120238

STATON FINANCIAL ADVISORS, LLC

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Mar 15, 2017

Regulatory AUM
$114M
Form ADV · Item 5.F
Client accounts
230
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 15, 2017. View historical filings

Reported services

Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

6525 MORRISON BOULEVARD, SUITE 314
CHARLOTTE, NC, 28211, United States

CRD 120238

Filing source

Form ADV 1089500 · Mar 15, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.