Cta Wealth Advisors, Inc.
- Regulatory AUM
- $175M
- Discretionary
- $9.9M
- Clients
- 104
- Avg AUM / client
- $1.7M
- Accounts
- 184
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $27.4M | 15.6% |
| High net worth individuals | 42 | $146M | 83.5% |
| Pension and profit sharing plans | 1 | $1.5M | 0.84% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cameron Mitchell Thornton | President/Chief Executive Officer/Chief Compliance Officer | CFP | Jan 1982 (45y) | Less than 5% |
| Trevor Michael Cole | Secretary/Director Of Compliance | CFP | Jan 2006 (21y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cameron M. Thornton, Ttee Thornton Family Trust Dtd 3/28/1988 | Trustee Of Family Revocable Trust | Mar 1988 | A | 75% or more |
| Cta Wealth Advisors, Inc. | Corporation | Aug 2015 | A | Less than 5% |
| Thornton, Cameron Mitchell | Trustee | Mar 1988 | B | 75% or more of Thornton Family Trust Dtd 3/28/1988 (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $169M (96% of AUM) Mar 2026
- Pershing $22.1M (16% of AUM) Apr 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗