Cta Wealth Advisors, Inc.

CTA Wealth Advisors, Inc. is a registered investment adviser founded in 1982, with its principal place of business in Burbank, CA. The firm offers personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Their core investment strategies are based on Modern Portfolio Theory to establish growth or income portfolios tailored to individual investors. CTA may manage assets directly or recommend third-party money managers. The firm does not guarantee investment success. Advisory Representatives of CTA are also Registered Representatives of Cetera Advisor Networks LLC, a non-affiliated broker/dealer. Clients have control over their investments, with options for discretionary or non-discretionary accounts. The minimum account size is $500,000, with fees based on a percentage of assets under management, fixed fees, or hourly charges. The firm does not charge performance-based fees. CTA does not have custody of client assets, and clients receive quarterly reports and statements from custodians. The firm's principal owners are Cameron M. Thornton, CFP®, and Trevor M. Cole, CFP®. Both have extensive educational backgrounds and business experience, including certifications as CERTIFIED FINANCIAL PLANNER™ professionals. They are also Registered Representatives of Cetera Advisor Networks LLC. The firm's Code of Ethics ensures client interests are prioritized, and any conflicts of interest are disclosed. Clients have the responsibility to vote on securities, and CTA does not vote proxies on their behalf. The firm's financial condition is stable, and its representatives have no disciplinary events. Cameron M. Thornton and Trevor M. Cole are supervised by each other and adhere to high standards of business conduct.