Aton Financial Llc
- Regulatory AUM
- $601M
- Discretionary
- $371M
- Clients
- 274
- Avg AUM / client
- $2.2M
- Accounts
- 422
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 169 | $42.5M | 7.07% |
| High net worth individuals | 85 | $343M | 57.1% |
| Pooled investment vehicles (non-investment companies) | 5 | $172M | 28.7% |
| Pension and profit sharing plans | 6 | $7.1M | 1.18% |
| Charitable organizations | Fewer than 5 | $2.3M | 0.39% |
| Corporations and other businesses | 9 | $33.8M | 5.63% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $19.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gm Group Fund Ii Llc | Private Equity Fund | Puerto Rico | $10.0M | 3 |
| Joma Fund Llc | Private Equity Fund | Puerto Rico | $6.0M | 1 |
| Power Fund Llc | Private Equity Fund | Puerto Rico | $3.8M | 1 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| J.M. Blanco Inc. Coda Profit Sharing Plan J.M. Blanco Inc. Amerisource Bergen | 2024 | |
| J.M. Blanco, Inc. Union Employees Savings And Investment Plan J.M. Blanco, Inc. Amerisource Bergen | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marko Andres Rendic | Managing Member And Cco | Aug 2014 (12y) | 50% – 75% | |
| Trigo, Dionisio, Nmn | Investor | Mar 2015 (11y) | 50% – 75% | |
| Eduardo Javier Cases Gallardo | Registered representative | Mar 2017 (9y) | ||
| Christopher Thomas Mcdowall | Registered representative | Mar 2018 (8y) | ||
| Carmen Georgina Trigo Suarez | Registered representative | May 2018 (8y) | ||
| Nelson A Cintron Rodriguez | Registered representative | Chartered Financial Consultant | Sep 2018 (8y) | |
| Andres L. Arsuaga De Los Reyes | Registered representative | Oct 2019 (7y) | ||
| Javier Jose De Zengotita | Registered representative | Oct 2019 (7y) |
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.
Private funds (3, $19.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gm Group Fund Ii Llc | Private Equity Fund | $10.0M | $250K | 3 |
| Joma Fund Llc | Private Equity Fund | $6.0M | $100K | 1 |
| Power Fund Llc | Private Equity Fund | $3.8M | $250K | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| J.M. Blanco Inc. Coda Profit Sharing Plan | J.M. Blanco Inc. Amerisource Bergen | 39 | — | 01/01/2024 |
| J.M. Blanco, Inc. Union Employees Savings And Investment Plan | J.M. Blanco, Inc. Amerisource Bergen | 27 | — | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.72 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $336M (56% of AUM) Jul 2026
- Goldman Sachs $46.9M (8% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗