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Staton Financial Advisors, LLC (Charlotte)


Staton Financial Advisors, LLC is a large advisory firm based in Charlotte. It manages $113.93 million of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Georgia, North Carolina, South Carolina, and Texas.

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Staton Financial Advisors provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Staton Financial Advisors: assets under management

The assets under management (AUM) of Staton Financial Advisors, LLC is $113.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 130% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $113.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $495.34 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Staton Financial Advisors, LLC for their services and products based on a percentage of assets under management. 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 Staton Financial Advisors, LLC performs its advisory services is located at 6525 Morrison Boulevard, Charlotte, NC 28211, 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 704-503-9984 or by fax 704-442-7131. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at statonfinancial.com.


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