Clanton Financial Partners, LLC

RIAState Registered
Total AUM
$30.5M
Discretionary
$26.7M
88% of AUM
Avg account
$335K
Accounts
91
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
333591
Fee structure
Percentage of AUM
Client types
  • HNWI62.9%
  • Individuals24.82%
  • Pension & Profit Sharing Plans12.27%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

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Overview

Clanton Financial Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm acts as a capital allocator and provides advisory services to both individual and family clients as well as institutional relationships. Its revenue model is fee-based, charging a percentage of assets under management. Service capabilities extend beyond portfolio management for individuals and small businesses to include pension consulting and the selection of external advisers. The firm also carries an insurance brokerage business line. Clanton does not identify as an active ESG investor and is not organized as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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