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Alex Christopher Horvath

Calton & Associates, Inc.

Cape Coral, FL

Tampa, FL

Trinity, FL

CRD 8227572

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Employer firm

Calton & Associates, Inc. CRD 20999

$1.58B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Calton & Associates, Inc.

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-17
  • FL RA
    APPROVED
    Since 2026-03-17

Branch Locations

Cape Coral, FL • United States

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

2150 Seven Springs Blvd., Trinity, FL 34655 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jule Vera Opelika AL 05/2015 10/2018
Bpo Usa, Llc. Tampa FL 10/2018 01/2020
Breakthrough Guitar San Juan PR 01/2020 01/2022
Elliotrades Youtube Los Angeles CA 01/2022 10/2022
Self-Employed Fort Myers FL 10/2022 03/2024
Koin Games, Inc. Tampa FL 03/2024 01/2026
Calton & Associates, Inc. Tampa FL 02/2026 Present
  • 05/2015 → 10/2018
    Jule Vera
    Opelika, AL
  • 10/2018 → 01/2020
    Bpo Usa, Llc.
    Tampa, FL
  • 01/2020 → 01/2022
    Breakthrough Guitar
    San Juan, PR
  • 01/2022 → 10/2022
    Elliotrades Youtube
    Los Angeles, CA
  • 10/2022 → 03/2024
    Self-Employed
    Fort Myers, FL
  • 03/2024 → 01/2026
    Koin Games, Inc.
    Tampa, FL
  • 02/2026 → Present
    Tampa, FL
Other Businesses

1. Love 1st; Non-investment related; 993 Fish Crow Rd, Sanibel, FL 33957; Collectibles/Marketing Consulting; Owner/Sole Proprietor; Start Date: 7/18/2019; Hours/month: 5; Hours/month during securities trading hours: 0. Duties: Collectible inventory tracking and management. General business upkeep and bookkeeping. Not currently servicing new clients. 2. Koin Games, Inc; Non-investment related; 1070 Montgomery Rd. #2516, Altamonte Springs, FL 37214; Video Game Studio; Employee; Start Date: 2/8/2025; Hours/month: 120; Hours/month during securities trading hours: 80; Duties: Marketing strategy and materials creation. Partnership Relationship Management. 3. Thare Pinball, LLC; Non-Investment related; 610 SE 19th Terr, Cape Coral, FL 33990; Pinball machine amusement routing business; Owner/Sole Proprietor; Start Date: 6/5/2026; Hours/month: 4; Hours/month during securities trading hours: 0. Duties: Placing pinball machines in businesses and providing weekly maintenance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-11
  • S65 Uniform Investment Adviser Law Examination
    2025-10-11

View on SEC IAPD

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