DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CTA WEALTH ADVISORS, INC.

CRD 113007

BURBANK, CA

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:79ecc886-f19c-d611-5afa-1eeadd7a6ead

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: May 4, 2020 to Mar 9, 2026
17 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: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $175MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.9M
Private client RAUM: $174MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $87.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 184
Individual clients: 61
High net worth clients: 42
SEC number: 801-118848
CRD: 113007
Filings on the tape: 17
First filed: May 4, 2020
Latest filed: Mar 9, 2026
Organised: Corporation, CA

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
COLE, TREVOR, MICHAEL	SECRETARY/DIRECTOR OF COMPLIANCE	Na	yes	01/2008	May 4, 2020	Mar 21, 2024
THORNTON, CAMERON MITCHELL	Trustee	E	yes	03/1988	May 4, 2020	Mar 21, 2024
THORNTON, CAMERON, MITCHELL	PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	Na	yes	01/1982	May 4, 2020	Mar 21, 2024
CAMERON M. THORNTON, TTEE THORNTON FAMILY TRUST DTD 3/28/1988	TRUSTEE OF FAMILY REVOCABLE TRUST	E	no	03/1988	May 4, 2020	Mar 21, 2024
CTA WEALTH ADVISORS, INC.	Corporation	Na	no	08/2015	May 4, 2020	Mar 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAMERON THORNTON ASSOCIATES	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WESTLAKE VILLAGE	CA	United States	1	no

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
2025	Mar 9, 2026	$175M	$9.9M	4	2	1	n/a	n/a
2024	Mar 13, 2025	$151M	$9.5M	5	2	1	n/a	n/a
2023	Mar 21, 2024	$137M	$8.8M	5	2	1	n/a	n/a
2022	Mar 15, 2023	$129M	$7.1M	5	2	0	n/a	n/a
2021	Mar 30, 2022	$154M	$10.7M	5	2	0	n/a	n/a
2020	Mar 15, 2021	$137M	$8.3M	5	2	0	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
2025	$175M	$151M	16.1%	$129M	10.9%	4	5	1	1

Relationships

Registered with (3)

← TREVOR MICHAEL COLEAdvisorregistration: current employment
Jan 10, 2006 to presentfactForm ADV
← CAMERON MITCHELL THORNTONAdvisorregistration: current employment
Mar 20, 2001 to presentfactForm ADV
← ROBERT DOUGLAS CRAWFORDAdvisorregistration: previous registration
Mar 20, 2001 to Sep 27, 2013factForm ADV

Controls (2)

← THORNTON, CAMERON, MITCHELLOwnerPRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 4, 2020 to Mar 21, 2024factForm ADV
← COLE, TREVOR, MICHAELOwnerSECRETARY/DIRECTOR OF COMPLIANCE, ownership code NA, individual
May 4, 2020 to Mar 21, 2024factForm ADV

Owns (2)

← CAMERON M. THORNTON, TTEE THORNTON FAMILY TRUST DTD 3/28/1988OwnerTRUSTEE OF FAMILY REVOCABLE TRUST, ownership code E, domestic entity
May 4, 2020 to Mar 21, 2024factForm ADV
← CTA WEALTH ADVISORS, INC.OwnerCORPORATION, ownership code NA, domestic entity
May 4, 2020 to Mar 21, 2024factForm ADV

Dated events

Occurred
May 4, 2020
First Form ADV filing
Cameron Thornton Associates filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79ecc886-f19c-d611-5afa-1eeadd7a6ead
First observed: May 4, 2020
Last observed: Mar 9, 2026 6 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.

CTA WEALTH ADVISORS, INC.

CRD 113007

BURBANK, CA

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:79ecc886-f19c-d611-5afa-1eeadd7a6ead

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLE, TREVOR, MICHAEL

SECRETARY/DIRECTOR OF COMPLIANCE

yes

01/2008

May 4, 2020

Mar 21, 2024

THORNTON, CAMERON MITCHELL

Trustee

yes

03/1988

May 4, 2020

Mar 21, 2024

THORNTON, CAMERON, MITCHELL

PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER

yes

01/1982

May 4, 2020

Mar 21, 2024

CAMERON M. THORNTON, TTEE THORNTON FAMILY TRUST DTD 3/28/1988

TRUSTEE OF FAMILY REVOCABLE TRUST

03/1988

May 4, 2020

Mar 21, 2024

CTA WEALTH ADVISORS, INC.

Corporation

08/2015

May 4, 2020

Mar 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAMERON THORNTON ASSOCIATES

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

WESTLAKE VILLAGE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$175M

$9.9M

n/a

2024

Mar 13, 2025

$151M

$9.5M

n/a

2023

Mar 21, 2024

$137M

$8.8M

n/a

2022

Mar 15, 2023

$129M

$7.1M

n/a

2021

Mar 30, 2022

$154M

$10.7M

n/a

2020

Mar 15, 2021

$137M

$8.3M

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

2025

$175M

$151M

16.1%

$129M

10.9%