AdFi
TA

T. ANTON INVESTMENT HOUSE, INC.

SEC Registered

Let's Get Acquainted!

MADISON, WIhttps://tantoninvestmenthouse.com608-501-1549
Assets Under Management
$100M–$500M
Employees
6
Office Locations
1 office
Total Accounts
891

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.

IndividualsHigh Net Worth

Areas of expertise

Fee-onlyRegistered Investment AdvisoryFiduciaryInvestment ManagementFinancial PlanningIncome Tax PlanningEstate PlanningRetirement PlanningWealth ManagementIndependent

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 segmentClientsAssets managed
Individuals (Non-HNW)203$99M
High Net Worth Individuals125$267M

0 total clients reported on Form ADV.

Leadership

Tracey Carol Anton
PRESIDENT AND CHIEF COMPLIANCE OFFICER 11.30.2016

Office locations

1 office in 1 state
WI
MADISONHQ

Advisors at this firm

3 advisors in the directory

Regulatory & compliance

CRD number
#174970
SEC Number
801-108785
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $800,000 (waivable)

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

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.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
T. ANTON INVESTMENT HOUSE, INC. | AdvisorFinder