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Afton Capital Management (Charlotte)


Afton Capital Management is a large advisory firm based in Charlotte. It manages $104.2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of North Carolina.

Afton Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Afton Capital Management: assets under management

The assets under management (AUM) of Afton Capital Management is $104.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $104.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.1 million each.
Afton Capital Management has custody of $104.2 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Afton Capital Management for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlotte

The principal office where Afton Capital Management performs its advisory services is located at 4720 Piedmont Row Drive, Charlotte, NC 28210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-333-3110 or by fax 704-643-2010. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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