T. ANTON INVESTMENT HOUSE, INC.
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About the firm
T. Anton Investment House is a boutique investment management and financial planning company. They are a fee-only registered investment advisory firm with fiduciary responsibility to act in clients' best interest at all times. They are an independent firm with no proprietary products.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, income tax planning, estate planning, and retirement planning.
Who they serve
Individuals and families seeking wealth management, investment management, and financial planning services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 203 | $99M |
| High Net Worth Individuals | 125 | $267M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. T. ANTON INVESTMENT HOUSE, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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