Kristin Carleton
Astoria Portfolio Advisors · Richmond, Virginia
Kristin Carleton is a fee-only financial advisor at Astoria Portfolio Advisors in Richmond, Virginia. Astoria Portfolio Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Astoria Portfolio Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $977.6M across 1,068 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4485193 |
| Exams passed | Series 63 (2008) · Series 66 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.astoriaadvisors.com |
How Kristin's firm compares
- Astoria Portfolio Advisors's average account is about $915,000, from its Form ADV (assets managed divided by 1,068 accounts).
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Questions about Kristin
Is Kristin Carleton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristin holds no broker registration, and Astoria Portfolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristin charge for financial advice?
Kristin's firm, Astoria Portfolio Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kristin Carleton based?
Kristin Carleton is based in Richmond, Virginia.
Is Kristin Carleton registered with the SEC?
Yes. Kristin Carleton is registered as an investment adviser representative in VA (CRD 4485193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Astoria Portfolio Advisors manage?
Astoria Portfolio Advisors reports $977.6M across 1,068 accounts in assets under management.
How do I contact Kristin Carleton?
Through Kristin's website, www.astoriaadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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