Paulsboro, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Calton & Associates, Inc.
Multi-team
Firm-wide stats for Calton & Associates, Inc.
About
Calton & Associates serves individual investors, retirement plans, trusts, estates and other retail clients, providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third‑party money managers. The firm also offers commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and a broker‑dealer, and its IARs often operate in multiple capacities when working with clients.
Investment recommendations are tailored by each IAR based on client goals, risk tolerance, time horizon and liquidity needs, with discretionary and non‑discretionary management options. Calton offers multiple program structures — including firm‑managed wrap programs (I‑MAP and P‑MAP), separate account platforms, and a T‑MAP program that places assets with approved third‑party money managers — and uses a range of analytic approaches from fundamental and technical analysis to covered‑call strategies.
Notable features in the brochure that differentiate Calton from many peers include its retail broker‑dealer and insurance operations that result in commission‑based product sales alongside AUM fees, its affiliation with PeakShares LLC (an ETF adviser), and its role as sponsor/manager of wrap programs. The firm’s regulatory history — including an SEC consent order tied to mutual‑fund share‑class selection and subsequent adoption of a policy crediting back 12b‑1 fees, as well as FINRA matters — is disclosed and may be relevant to prospective clients evaluating its governance and supervisory practices.
Based on Calton & Associates, Inc.
Location
10 West Broad Street
Paulsboro NJ 08066
Advisors at this office
2
Advisors at this office
James C
ChFC®, Series 63
Paulsboro, NJ
Calton & Associates, Inc.
James Crowther is a financial advisor at Calton & Associates, Inc. with 58 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Calton since 2004. Crowther also owns Spartan Planning Agency Inc., which offers property and casualty, life, and health insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and employs a variety of analytic approaches tailored to client goals and risk tolerance.
John C
ChFC®, Series 63, Series 66
Paulsboro, NJ
Calton & Associates, Inc.
John Crowther is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Calton & Associates in 2004, he has been involved with Spartan Planning Agency since 1980, where he serves as an officer engaged in insurance sales. Crowther also serves as a board member of the Paulsboro Chamber of Commerce. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options and offers multiple program structures, including firm-managed wrap programs and third-party money manager platforms.
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