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TONE CAPITAL, LLC

RICHMOND, VA · CRD 285622 · IAPD ↗ · tonecapital.com · (804) 447-1404

$118.3MRegulatory AUM
3Advisory reps
4Employees
2Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — TONE CAPITAL, LLC (RICHMOND, VA) is newly SEC-registered with $103.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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