# Tolton Asset Management, LLC

> Tolton Asset Management, LLC is a state-registered investment advisory firm in Los Angeles, CA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 310631
- Filed as: TOLTON ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310631
- AdvisorCensus page: https://advisorcensus.com/firm/tolton-asset-management-llc-los-angeles-ca-310631

## Quick answers

**How is Tolton Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tolton Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tolton Asset Management, LLC located?**
Tolton Asset Management, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Tolton Asset Management, LLC registered with the SEC or a state?**
Tolton Asset Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310631.

**How much does Tolton Asset Management, LLC manage?**
Tolton Asset Management, LLC reports $36,147,224 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**What types of clients does Tolton Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40).

**Does Tolton Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310631

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $36,147,224
- Discretionary: $0
- Non-discretionary: $36,147,224

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $36,147,224 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- toltonassetmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tolton Asset Management, LLC (CRD 310631): Form ADV filing data as of October 2026.
