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NORTON CAPITAL MANAGEMENT, INC.

HENRICO, VA · CRD 110398 · IAPD ↗ · (757) 623-1200

$131.9MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — NORTON CAPITAL MANAGEMENT, INC. moved its main office from NORFOLK, VA to HENRICO, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
December 2025 — NORTON CAPITAL MANAGEMENT, INC. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
December 2025 — NORTON CAPITAL MANAGEMENT, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
67
December 2024 — NORTON CAPITAL MANAGEMENT, INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.