CTA Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
CTA Wealth Advisors reports 104 clients. They include 61 individual clients, 42 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 5.7% ($9.92M across 13 accounts) are managed with discretion; $165M across 171 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 16% |
| High-net-worth individuals | 40% | 84% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 61 | $27.4M | 15.6% | $449K |
| High-net-worth individuals | 42 | $146M | 83.5% | $3.49M |
| Pension and profit-sharing plans | Fewer than 5 | $1.48M | 0.8% | $1.48M |
| Total | 104 | $175M | 100% | — |
- Clients
- 61
- Regulatory AUM
- $27.4M
- AUM share
- 15.6%
- Avg. per client
- $449K
- Clients
- 42
- Regulatory AUM
- $146M
- AUM share
- 83.5%
- Avg. per client
- $3.49M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.48M
- AUM share
- 0.8%
- Avg. per client
- $1.48M
Total
- Clients
- 104
- Regulatory AUM
- $175M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
CTA Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed at $125 to $750 per hour or as a flat per-project fee of $3,000 to $10,000, subject to negotiation; later meetings without an advisory agreement carry a $600 minimum.
- Tax Preparation
- Tax preparation is billed hourly at $375 per hour, plus an overhead fee charged on each return prepared.
Cameron M. Thornton, Ttee Thornton Family Trust DTD 3/28/1988 owns 75% or more of CTA Wealth Advisors. Cameron Thornton is CEO. It has 4 employees, 2 of them in advisory roles.
Leadership
Cameron ThorntonPresident/Chief Executive Officer/Chief Compliance Officer
Trevor ColeSecretary/Director of Compliance
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Cta Wealth Advisors, Inc.
Cameron M. Thornton, Ttee Thornton Family Trust DTD 3/28/1988
since March 1988
- Owns 75% or more of Cta Wealth Advisors, Inc.
Thornton, Cameron Mitchell
Control person · since March 1988
CTA Wealth Advisors’ regulatory assets grew from $137M (April 2021) to $175M (March 2026); clients fell from 114 to 104 and employees from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $175M | 104 | 4 | 2 |
| May 2025 | $151M | 112 | 5 | 2 |
| March 2024 | $137M | 109 | 5 | 2 |
| March 2023 | $129M | 115 | 5 | 1 |
| March 2022 | $154M | 115 | 5 | 1 |
| April 2021 | $137M | 114 | 5 | 1 |
Besides its headquarters, CTA Wealth Advisors has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 290 East Verdugo Avenue, Suite 205, BurbankHQ
- 3625 E. Thousand Oaks BLVD., Westlake Village
Contact and registration details
- Legal name
- Cta Wealth Advisors, Inc.
- Headquarters
- 290 East Verdugo Avenue, Suite 205, Burbank, CA 91502
- Website
- ctawealthadvisors.com
- Phone
- 818-841-1746
- @cta-wealth-advisors
- SEC file
- 801-118848
- Structure
- California corporation
- Fiscal year end
- December
CTA Wealth Advisors uses Charles Schwab ($169M) as custodian for its separately managed accounts. CTA Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $169M100%
At year end, CTA Wealth Advisors’ separately managed accounts were mostly in funds (90%).
What the accounts hold
- Stocks7%
- Funds90%
- Bonds1%
- Cash1%
- Other1%
- Variable annuity1%
How many clients does CTA Wealth Advisors have?
CTA Wealth Advisors has 104 clients and manages $175 million for them, as of March 2026. They include 61 individual clients, 42 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does CTA Wealth Advisors offer?
CTA Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does CTA Wealth Advisors use?
CTA Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $169M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does CTA Wealth Advisors have?
CTA Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does CTA Wealth Advisors invest in?
At the end of its last fiscal year, CTA Wealth Advisors’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 1% state and local bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Variable Annuity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns CTA Wealth Advisors?
CTA Wealth Advisors’ direct owners are Cameron M. Thornton, Ttee Thornton Family Trust DTD 3/28/1988 (75% or more) and Thornton, Cameron Mitchell (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does CTA Wealth Advisors get paid?
CTA Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact CTA Wealth Advisors?
CTA Wealth Advisors’ main office is at 290 East Verdugo Avenue, Suite 205, Burbank, CA 91502. Its phone number is 818-841-1746. Its website is ctawealthadvisors.com.