CARPENTER, CLAYDON ADVISORS, INC.

Overview

Carpenter, Claydon Advisors, Inc. is an independent registered investment adviser that positions itself as a client-focused planning and portfolio advisor for individuals, families and smaller institutions. Founded in 2007 and owned by an individual, the firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its reported asset base is entirely non‑discretionary, which suggests the firm typically delivers advice and trade recommendations that clients or their trustees execute rather than exercising broad discretionary trading authority. Investment practice emphasizes public investment vehicles as the core of client portfolios. The firm relies heavily on mutual funds and other public funds for core equity and fixed‑income exposure, supplements fixed income with corporate debt holdings, and accesses hedge funds through third‑party managers for alternatives exposure. Carpenter, Claydon does not identify as an active ESG investor and is organized to serve a domestic client base rather than operating as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices