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The brochure does not state whether the rate is annual.","source":"FORM ADV PART 2A DISCLOSURE BROCHURE, filed 26 December 2025","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Calton & Associates use?","answer":"Calton & Associates’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $612M, Charles Schwab & Co., Inc. (Westlake, TX), with $367M, Hilltop Securities Inc. (Dallas, TX), with $152M and Folio Investments, Inc. (McLean, VA), with $142M. 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