Troy Toner
Toner Asset Management Group · Virginia Beach, Virginia
Troy Toner is a fee-only financial advisor at Toner Asset Management Group in Virginia Beach, Virginia. Toner Asset Management Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Toner Asset Management Group |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $66.3M across 92 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4357415 |
| Exams passed | Series 63 (2001) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Troy's firm compares
- Toner Asset Management Group's average account is about $720,000, from its Form ADV (assets managed divided by 92 accounts).
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Questions about Troy
Is Troy Toner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Troy holds no broker registration, and Toner Asset Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Troy charge for financial advice?
Troy's firm, Toner Asset Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Troy Toner based?
Troy Toner is based in Virginia Beach, Virginia.
Is Troy Toner registered with the SEC?
Yes. Troy Toner is registered as an investment adviser representative in VA (CRD 4357415), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Toner Asset Management Group manage?
Toner Asset Management Group reports $66.3M across 92 accounts in assets under management.
How do I contact Troy Toner?
Contact details aren't on file yet. Search for Toner Asset Management Group.
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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