


Tradition Investment Management Revenue
Investment Management • Panama City Beach, Florida, United States • 1-10 Employees
Tradition Investment Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at Tradition Investment Management
Benjamin C. Halliburton
Chief Investment Officer and Founder
Company overview
| Headquarters | Panama City Beach, Florida, United States |
| Phone number | +18504186182 |
| Website | |
| NAICS | 5231 |
| Founded | 2000 |
| Employees | 1-10 |
Tradition Investment Management Email Formats
Tradition Investment Management uses 2 email formats. The most common is {first initial} (e.g., j@traditionment.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@traditionment.com | 50% |
{first name}.{last name} | john.doe@traditionment.com | 50% |
About Tradition Investment Management
We are a registered investment adviser striving to deliver superior risk-adjusted returns to advisors, our clients, and their families. Tradition was originally founded in October 2000 by Benjamin C. Halliburton, CFA, as Tradition Capital Management. Mr. Halliburton has been twice named manger of the decade by PSN. The firm operated for 19 years as an independent registered investment advisor until merging with Cary Street Partners (CSP) in 2019. In 2021 Mr. Halliburton left CSP and reestablished Tradition Investment Management as a private family office. In 2023 Tradition reopened its doors to the public and became a registered investment adviser. Mr. Halliburton and Tradition have always focused on equity selection as the primary driver of client portfolio performance. These strategies and valuation models that Mr. Halliburton developed in 1990 are still used today as Tradition manages performance-driven portfolios.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Tradition Investment Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Tradition Investment Management has never raised funding before.
Tradition Investment Management Tech Stack
Discover the technologies and tools that power Tradition Investment Management's digital infrastructure, from frameworks to analytics platforms.
CDN
UI frameworks
JavaScript libraries
Hosting
JavaScript libraries
Miscellaneous
Programming languages
Security
Blogs
Databases
Page builders
Miscellaneous
Frequently asked questions
4.8
40,000 users



