Anthony Joseph Caputo
Investment adviser representative at Grantvest Financial Group LLC
13 yearsExperience
2 statesRegistered in
$230MFirm assets
2 yearsFirm in business
Are you Anthony Joseph Caputo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Grantvest Financial Group, LLCOct 2020 to now
- Calton & Associates, Inc.Jun 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Grantvest Financial Group LLC
$230MAssets managed
630Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5105611
- Firm CRD
- 310272