Toner Asset Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Toner Asset Management Group, Inc. provides discretionary investment supervisory services, standalone financial planning and consulting, and a family office platform to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm manages client portfolios with ongoing monitoring and offers implementation and reporting through qualified custodians.
The firm’s investment process combines fundamental, technical and cyclical analysis and may employ a range of strategies — from long‑term holdings to short‑term trading, options and margin transactions — with portfolios rebalanced as client needs and market conditions dictate. Family office engagements include integrated services such as estate‑plan diagnostics, trustee and beneficiary education, and coordination with clients’ legal and tax advisors.
Distinctive for a small independent adviser, the firm also provides portfolio management services for institutional‑type clients (corporations, trusts and charitable entities) alongside its individual and family work. The brochure discloses an executive’s outside board and interim CFO role at a portfolio company in which some advisory clients are invested, a potential conflict the firm acknowledges and addresses through disclosure and its policies.
Client services
Expertise
Fee options
Flat fees for Financial Planning & Consulting and Family Office services as described above
Maximum 1.00% annually for Investment Supervisory service, billed quarterly in arrears on a pro-rata basis
Account minimum: $2,000,000 Minimum fee: Minimum account fee of $250 per account per calendar quarter for Consulting, Financial Planning, Family Office or any client not otherwise paying investment advisory fees Fee-only: Flat fees for Financial Planning & Consulting (up to $25,000 annually for individuals, up to $125,000 for businesses) and Family Office services (range $50,000 to $250,000 annually)
Main office
304 34th Street, Suite 4
Virginia Beach VA 23451
Advisors at this office
1
Most active in
Virginia
Also doing business as
Toner Asset Management Group · Toner Asset Management Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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