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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

TONER ASSET MANAGEMENT GROUP, INC.

CRD 120640

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:656ca5bc-9782-2349-5d76-6a44b4bb5149

Data as of Jun 14, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2012 to Jun 14, 2021
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $61.6MItem 5.F on the latest filing (2021-06-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $61.6M
Private client RAUM: $61.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $61.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 186
Individual clients: 9
High net worth clients: 26
SEC number: 801-110292
CRD: 120640
Filings on the tape: 16
First filed: Mar 29, 2012
Latest filed: Jun 14, 2021
Organised: Corporation, Virginia

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TROY BRYON TONER	n/a	VIRGINIA BEACH, VA	23	30	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TONER, TROY, BRYON	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	05/2002	Mar 29, 2012	Jun 14, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 24, 2021	$61.6M	$61.6M	1	1	0	n/a	n/a
2019	Mar 25, 2020	$112M	$112M	2	2	0	n/a	n/a
2018	Apr 1, 2019	$130M	$130M	1	1	0	n/a	n/a
2017	Mar 31, 2018	$134M	$134M	1	1	0	n/a	n/a
2016	Mar 28, 2017	$132M	$132M	1	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$61.6M	$112M	-45.1%	$134M	-22.8%	1	2	0	0

Relationships

Controls (1)

← TONER, TROY, BRYONOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to presentfactForm ADV

Registered with (2)

← TROY BRYON TONERAdvisorregistration: previous registration
Jun 24, 2002 to Dec 31, 2002factForm ADV
← ROBERT JUSTIN FULTONAdvisorregistration: previous registration
Mar 13, 2019 to Sep 28, 2020factForm ADV

Dated events

Occurred
Mar 28, 2017
First Form ADV filing
Toner Asset Management Group, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:656ca5bc-9782-2349-5d76-6a44b4bb5149
First observed: Mar 29, 2012
Last observed: Jun 14, 2021 64 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TONER ASSET MANAGEMENT GROUP, INC.

CRD 120640

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:656ca5bc-9782-2349-5d76-6a44b4bb5149

Data as of Jun 14, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TROY BRYON TONER

n/a

VIRGINIA BEACH, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TONER, TROY, BRYON

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

05/2002

Mar 29, 2012

Jun 14, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 24, 2021

$61.6M

n/a

2019

Mar 25, 2020

$112M

n/a

2018

Apr 1, 2019

$130M

n/a

2017

Mar 31, 2018

$134M

n/a

2016

Mar 28, 2017

$132M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$61.6M

$112M

-45.1%

$134M

-22.8%