Tone Capital, LLC
Tone Capital, LLC is an SEC-registered mass-market adviser in Richmond, VA with $118.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Tone Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285622, SEC 801-132702, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $118.3M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Richmond, VA
- Employees
- 4
- Clients
- 166
- CRD
- 285622
- Ownership
- SHANNON, JAMES, JOSEPH; SMALLWOOD, BONNIE, MILLS; SABO, GREGORY, STEPHEN; PEASLEY, MICHAEL, STEVEN
How much AUM does Tone Capital, LLC have?
Tone Capital, LLC reported $118.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Tone Capital, LLC?
Disclosed owners and executives of Tone Capital, LLC include SHANNON, JAMES, JOSEPH, SMALLWOOD, BONNIE, MILLS, SABO, GREGORY, STEPHEN, PEASLEY, MICHAEL, STEVEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.